Royal Bank of Canada

Manager, Financial Planning

Royal Bank of Canada$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of leadership experience managing a sales team of investment professionals
  • Demonstrated success in business acquisition and relationship building
  • Familiarity with emerging technologies such as social media and digital banking
  • Possession of Financial Planning Designation in Quebec
  • Mutual Funds License (IFIC or CSC)
  • Bilingual in English and French for client interactions

Responsibilities

  • Achieve revenue targets through strategic sales and market leadership
  • Partner with Regional Sales teams to deliver high-quality financial advice
  • Develop and adapt a sales team to enhance client experience
  • Champion sales management best practices and implement strategic initiatives
  • Enhance team commitment and customer loyalty through RBC resources

Benefits

  • Comprehensive Total Rewards Program including performance-based bonuses and flexible benefits
  • Leadership support for personal and professional development
  • Recognition for individual initiative and hard work
  • Opportunities for unique personal and professional growth
Full Job Description
Job Description

What is the opportunity?

You will coach and develop an effective, adaptable financial planning sales team to maximize revenue and capitalize on opportunities. As a leader you reinforce with your team to achieve a superior client experience and enhance employee capability and engagement while leveraging full RBC capabilities, in platform and across the enterprise to deepen client relationships.

What will you do?

  • Achieve business results through sales and market leadership, implementation of strategic direction and representation in the local marketplace
  • Work in partnership with Regional Sales teams to implement strategies, processes and disciplines to ensure a high level of financial advice and relationship management for clients with sophisticated financial needs
  • Develop an effective, adaptable sales team to ensure a differentiated experience for our clients
  • Champions sales management practices and leads in the implementation of strategic initiatives
  • Enhance employee commitment, capability and customer loyalty while leveraging full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels and service partners


What do you need to succeed?

Must-have

  • Minimum of 3 years leadership experience with a proven track record of managing a sales team of investment professionals
  • Proven application of business acquisition, establishing community and client relationships with success in business growth
  • Experience with emerging communications and technology (i.e. web based meetings, social media, Digital Banking and Mobile Applications)
  • Financial Planning Designation In Quebec (financial planning institute)
  • Mutual Funds License (IFIC or CSC)
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French speaking needs.


Nice-to-have

  • Role model for relationship building, partnering and collaboration
  • Well-developed Impact and Influence competency - ability to work with a wide variety of business partners to achieve success within a market place
  • Expert knowledge of coaching and be a change management leader
  • Strong organizational skills with the ability to manage a geographically diverse and mobile team
  • A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience is required


What's in it for you?

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


Job Skills
Building Talent, Business Development, Inspiring, Long Term Planning

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-03-13

Application Deadline:

2026-09-30
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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