Manager, Investment and Retirement Planning- EN
Top Benefits
About the role
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?
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
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
Our Employment Opportunities
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
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.
Not the right fit? Search for Manager, Investment and Retirement Planning jobs in Montreal, Quebec, Canada
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Similar Jobs
Manager, Investment and Retirement Planning- EN
Top Benefits
About the role
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?
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
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
Our Employment Opportunities
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
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.
Not the right fit? Search for Manager, Investment and Retirement Planning jobs in Montreal, Quebec, Canada
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.