Royal Bank of Canada

Manager Investment and Retirement Planning

Royal Bank of Canada • $90K — $110K *
Kamloops, BC V1S 2B4In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Personal Financial Planning (PFP®) or Certified Financial Planner (CFP®) designation required
  • Branch Compliance Officer (BCO) designation required
  • Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation required
  • 3-5 years of sales management/leadership experience necessary
  • Proven team management skills with a focus on sales objectives and strategic initiatives
  • Ability to collaborate with diverse business partners to drive success
  • Familiarity with digital communication tools and technology such as web meetings and social media

Responsibilities

  • Achieve profitable sales targets through effective leadership and coaching
  • Build and lead a team focused on client acquisition and relationship building
  • Collaborate with regional teams on strategy implementation
  • Promote best practices in sales management for superior client experiences
  • Enhance customer loyalty by leveraging all available business resources
  • Develop local business opportunities through community relationships
  • Ensure compliance with corporate guidelines while balancing business risks

Benefits

  • Comprehensive Total Rewards Program including performance-based bonuses and flexible benefits
  • Supportive leadership focused on employee development
  • Collaborative culture that recognizes and rewards hard work
  • Opportunities for personal and professional growth
Full Job Description
Job Description

What is the opportunity?

Reporting to the Regional Vice President, Career Sales Force, this position will lead and manage a team of high performing, highly motivated Financial Planners, Investment and Retirement Planning. You will be responsible for achieving business results through sales and market leadership. You 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.

This role is for BC Interior/North.

What will you do?
  • Achieve profitable sales targets by providing leadership, direction and ongoing coaching to your team and 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
  • Focus on enhancing customer loyalty while leveraging full RBC capabilities including branches, alternate delivery channels and service partners to achieve RBC's business goals
  • Cultivate local business opportunities through the development of relationships within the community and centres of influence
  • Balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder by following corporate compliance guidelines


What do you need to succeed?

Must-have
  • Personal Financial Planning (PFP®) or Certified Financial Planner (CFP®) designation
  • Branch Compliance Officer (BCO) designation
  • Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation
  • Minimum 3-5 years sales management/leadership experience
  • Proven track record of managing a team of investment professionals, as well as, implementing sales objectives and initiation of strategic initiatives
  • Ability to work with a wide variety of business partners to achieve success within a market place
  • Experience with emerging communications and technology (i.e. web based meetings, social media, Digital Banking and Mobile Applications)


Nice-to-have
  • Strong organizational skills with the ability to manage a geographically diverse and mobile team
  • Proven leadership, sales management and performance management skills
  • Strong communication and presentation skills
  • Action orientated with the ability to develop and motivate a sales team
  • Proven application of business acquisition - establishing community and client relationships, with success in business growth
  • A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience


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:

186 VICTORIA ST:KAMLOOPS

City:

Kamloops

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-07

Application Deadline:

2026-08-21
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.

Stay Connected

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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
Finance & Insurance
5 Year Trend
+8.7%
NASDAQ
RY
* Ladders Estimates

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