Manager, Investment and Retirement Planning

Job Description

This position will lead and manage a team of high performing, highly motivated Financial Planners, Investment and Retirement Planning within the market. The Manager, FPIRP will be responsible for achieving business results through sales and market leadership. The role will also be responsible for implementation of strategic direction, removing barriers that impede sales force effectiveness, while leveraging diversity and representation in the local marketplace.

The role will develop an effective adaptable sales force to maximize revenue and productivity opportunities while also championing sales management practices, and enhancing employee commitment/capability through active employee development and coaching. The Manager, FPIRP will also focus on enhancing customer loyalty while leveraging full RBC capabilities, including specialized sales forces, alternative delivery channels and service partners.

• Primary accountability is to achieve profitable sales targets by providing leadership, direction and ongoing coaching to the IRP team, building employee engagement through focused sales routines.
• Build and lead a team to focus on client acquisition, building profitable relationships and advice capabilities to achieve revenue goals.
• Collaborate with geographical/regional teams in the implementation of strategies. Champion sales management practices to achieve a superior client experience, profitable business growth, business retention and productivity.
• Leverage full RBC capabilities including branches, alternate delivery channels and service partners to achieve RBC’s business goals. And cultivate local business opportunities through the development of relationships within the community and centers of influence.

• Possess a Personal Financial Planning designation (IQPF)
• Possess Branch Compliance Officer (BCO) designation
• Possess Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation

• A minimum of 5 years Sales Management experience – a proven track record of sales managing teams of investment professionals as well as implementing sales objectives and initiation of strategic initiatives
• Proven application of business acquisition – establishing community and client relationships, and with success in business growth

• Action orientated and possess the ability to develop and motivate a sales team
• Strong organizational skill – ability to manage a geographically diverse and mobile team
• Well developed impact and influence skill - ability to work with a wide variety of business partners to achieve success within a marketplace
• Strong business management skills – able to balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder.
• Follow corporate compliance guidelines to operate within legal and securities regulations and maintain appropriate risk exposure
• Sound problem solving abilities, while also having the ability to recognize future opportunities

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including performance based bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
• A unique opportunity for personal and professional growth

1 PLACE VILLE MARIE: MONTRÉAL

Montréal

Canada

37.5

Full time

PERSONAL & COMMERCIAL BANKING

Regular

Salaried

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.