Job specializations:
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Finance & Banking
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Management
Job Description & How to Apply Below
Lead RBC's evolving financial planning model remotely while coaching teams and strengthening advice delivery for emerging mass affluent clients. Shape team performance nationally.
As Manager of Financial Planning Team, you will recruit, onboard, coach, and develop Financial Planners. You will translate strategy into priorities, oversee performance, and refine coordinated advice delivery. The role supports multi-partner collaboration, technology-enabled relationship management, compliance, and consistent operational execution across a national mandate.
Key Responsibilities:- Recruit, onboard, and coach Financial Planning Team members
- Set expectations for leads, plans, portfolios, and relationships
- Conduct performance reviews, calibrations, and talent assessments
- Optimize processes and advance technology adoption
- Coordinate referrals with OneRBC banking and investment partners
- Three to five years leading financial services teams
- Knowledge of financial planning, investments, and relationships
- Mutual Funds License and Branch Compliance Officer certification
- Strong coaching, communication, and organizational skills
- Flexibility for evenings and Saturdays when needed
Bring financial planning expertise, coaching acumen, and strategic oversight to RBC's scalable national team model.
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