Director, Registered Plans, Savings & Investments

Job Description

We are looking for an eager and high-performing individual to take on the role of Director, Registered Plans, Savings & Investments. In this role, you will be responsible for managing registered investment plans distributed through the branch network, inclusive of managing profit and loss, monitoring the competitive environment and market share, innovating the product suite, and ensuring a delightful client experience.

You will work closely with all members of the Savings & Investments (S&I) team and numerous partners, including Global Asset Management (GAM), Retail Enablement, Finance, Technology, Operations, and Marketing. This is a high impact opportunity where the candidate directly works on how RBC competes in the mutual fund and investments industry.

• Develop and provide subject matter expertise on all branch distributed registered plans
• Monitor business performance and recommend options to maximize performance
• Prepare forecasts to set performance expectations and gauge progress towards goals
• Create a roadmap of product improvements to create a delightful branch investments client experience
• Collaborate with GAM, S&I Acquisition, Retention, Distribution team, and other key partners (including the Investments Mega Journey, Sales, Operations, and Finance) to deliver initiatives and achieve goals
• Deliver strategy and initiative recommendations and updates to Savings and Investments leadership

• Triage and manage client escalations and remediations
• Support initiatives and ongoing activities to meet all Royal Mutual Fund Inc. (RMFI) compliance and regulatory requirements
• Development, maintain, and support an effective control environment

• Ability to quickly understand investments products, business dynamics, and problems
• Ability to produce analysis on a variety of topics (problem solving, performance, product development, etc.)
• Strong communication skills, including creating presentation materials for senior audiences, preparing thoughtful analysis, making recommendations, and debating courses of actions
• Ability to create financial models and forecasts
• Project management or coordination skills & experience
• Ability to work in a highly matrixed organization to deliver outcomes
• Undergraduate University Degree

• MBA or Math degree
• Financial Planning designation or other investment certifications
• Experience in financial planning or supporting investments clients
• Expertise in RBC distribution channels, strategies, and methods
• Experience developing and leading people

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 of flexible benefits, unlimited commission pay, and pension options
• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded

Business Case Design, Critical Thinking, Knowledge Organization, Product Development Lifecycle, Product Development Methodology, Product Manufacturing, Product Services, Product Testing, Results-Oriented, Waterfall Model

Address: RBC WATERPARK PLACE, 88 QUEENS QUAY W:

TORONTO

City:
Toronto

Country:
Canada

Work hours/week: 37.5

Employment Type:

Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type:

Salaried

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.