Manager Financial Planning Associate
About the role
What is the opportunity? Lead a team of sales support professionals, Financial Planning Associates (FPAs), who provide pre-sales planning, sales and relationship management and post sales support to a team of financial planners (FP). The goal of the MFPA is to help maximize RBC Financial Planning’s sales and productivity by driving FPA capability and engagement through coaching, active performance management, and focused sales routines. MFPAs build strong partnerships with Manager Financial Planning, Financial Planners, branch and career sales managers, regional vice presidents, forming an active part of the market leadership team that support RBC’s Financial Planning business.
What will you do ?
-
Coach team to deliver pre sales planning, sales and relationship management, post sales and administration support to financial planners, enabling delivery of the Your Future by Design ® Advice Experience.
-
Coach FPAs to take ownership & accountability of client problems at first point of contact, applying the “Make it Right” principles and escalate concerns and make referrals to Client Care Centre.
-
Coach and monitor the FPAs’ activities to ensure they enable FP team performance with value added activities that drive effective client contacts and appointment bookings, and help to increase financial planning activities.
-
Partner with MFPs to develop routines that drive client interactions, meet client contact commitments, and deliver business results.
-
Conduct regular meetings with FPs, branch and other in-market partners to sustain the FPA support activities and ensure effective collaboration across teams.
What do you need to succeed ?
Must-have
-
Mobility required to be determined : Estrie , Québec, Mauricie and/or South Shore of Montreal
-
Experience in coaching and management are required
-
Knowledge in investment and advice tools
-
Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
Nice-to-have
-
Knowledge in financial planning would be an asset;
-
IPF designation would be an asset;
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:
2025-09-15
Application Deadline:
2025-09-22
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
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.
Manager Financial Planning Associate
About the role
What is the opportunity? Lead a team of sales support professionals, Financial Planning Associates (FPAs), who provide pre-sales planning, sales and relationship management and post sales support to a team of financial planners (FP). The goal of the MFPA is to help maximize RBC Financial Planning’s sales and productivity by driving FPA capability and engagement through coaching, active performance management, and focused sales routines. MFPAs build strong partnerships with Manager Financial Planning, Financial Planners, branch and career sales managers, regional vice presidents, forming an active part of the market leadership team that support RBC’s Financial Planning business.
What will you do ?
-
Coach team to deliver pre sales planning, sales and relationship management, post sales and administration support to financial planners, enabling delivery of the Your Future by Design ® Advice Experience.
-
Coach FPAs to take ownership & accountability of client problems at first point of contact, applying the “Make it Right” principles and escalate concerns and make referrals to Client Care Centre.
-
Coach and monitor the FPAs’ activities to ensure they enable FP team performance with value added activities that drive effective client contacts and appointment bookings, and help to increase financial planning activities.
-
Partner with MFPs to develop routines that drive client interactions, meet client contact commitments, and deliver business results.
-
Conduct regular meetings with FPs, branch and other in-market partners to sustain the FPA support activities and ensure effective collaboration across teams.
What do you need to succeed ?
Must-have
-
Mobility required to be determined : Estrie , Québec, Mauricie and/or South Shore of Montreal
-
Experience in coaching and management are required
-
Knowledge in investment and advice tools
-
Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
Nice-to-have
-
Knowledge in financial planning would be an asset;
-
IPF designation would be an asset;
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:
2025-09-15
Application Deadline:
2025-09-22
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
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.