Royal Bank of Canada

Manager, Investment and Retirement Planning

Royal Bank of Canada • $90K — $120K *
Montreal, QC H1A 0A1In-Person
Finance & Insurance
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Personal Financial Planning designation (IQPF) required
  • Branch Compliance Officer (BCO) designation required
  • Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation required
  • Minimum 5 years of Sales Management experience
  • Proven track record in managing investment professionals and executing sales strategies

Responsibilities

  • Lead and coach a high-performing sales team to achieve sales targets
  • Develop and implement client acquisition strategies to foster profitable relationships
  • Collaborate with regional teams to enhance client experience and business growth
  • Utilize RBC resources and build community relationships to maximize business opportunities
  • Focus on employee development and engagement via effective sales management practices

Benefits

  • Comprehensive Total Rewards Program including performance-based bonuses
  • Supportive leaders committed to employee development
  • Collaborative culture that rewards initiative and hard work
  • Opportunities for personal and professional growth
Full Job Description
Job Description

What is the opportunity?

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.

What will you do?

  • 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 centres of influence.


What do you need to succeed?

Must-have

  • 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


Experience:

  • 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


Skills/Competencies/Attributes:

  • Action orientated and possesses 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 market place


  • 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


What's in it for you?

  • 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

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:

2026-07-09

Application Deadline:

2026-07-22
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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

Keep up to date with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here at Royal Bank of Canada.

Job Alert Emails

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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