Manager Financial Planning
Top Benefits
About the role
Job Description
What is the opportunity?
As a Sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners in the Saskatchewan South market; delivering growth through sales and market leadership, while leveraging diversity and representation in the local marketplace.
What will you do?
- Build an effective and adaptable team focused on building valuable relationships, providing a differentiated experience and advice capabilities.
- Champion sales management practices and lead in the implementation of strategic initiatives.
- Deliver growth through sales and market leadership, implementation of strategic direction and representation in the local marketplace
- Works 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
- Enhances employee commitment and capability and customer loyalty while leveraging full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels, and service partners
- Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
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
- Experience in both business and personal banking
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 bonuses, flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Financial strength and strong brand to support your goals
Job Skills
Building Talent, Business Development, Inspiring, Long Term Planning
Additional Job Details
Address:
REGINA MAIN BRANCH, 2010 11 AVE:REGINA
City:
Regina
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-11-12
Application Deadline:
2025-11-24
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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
Top Benefits
About the role
Job Description
What is the opportunity?
As a Sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners in the Saskatchewan South market; delivering growth through sales and market leadership, while leveraging diversity and representation in the local marketplace.
What will you do?
- Build an effective and adaptable team focused on building valuable relationships, providing a differentiated experience and advice capabilities.
- Champion sales management practices and lead in the implementation of strategic initiatives.
- Deliver growth through sales and market leadership, implementation of strategic direction and representation in the local marketplace
- Works 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
- Enhances employee commitment and capability and customer loyalty while leveraging full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels, and service partners
- Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
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
- Experience in both business and personal banking
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 bonuses, flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Financial strength and strong brand to support your goals
Job Skills
Building Talent, Business Development, Inspiring, Long Term Planning
Additional Job Details
Address:
REGINA MAIN BRANCH, 2010 11 AVE:REGINA
City:
Regina
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-11-12
Application Deadline:
2025-11-24
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.