Manager Investment And Retirement Planning

St. John's, NL, Canada

Job Description


Job Summary



What is the opportunity?

Reporting to the Regional Vice President, Investment & Retirement Planning, this position will lead and manage a team of high performing, highly motivated Financial Planners, Investment and Retirement Planning in the Newfoundland and Labrador Market . 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.

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\xe2\x80\x99s 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 guide
Must-have * Personal Financial Planning (PFP), Qualified Associate Financial Planner (QAFP) 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 \xe2\x80\x93 establishing community and client relationships, with success in business growth
  • A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience
  • 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: 40 ABERDEEN AVE:ST. JOHN\'S

City: ST. JOHN\'S

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Personal and Commercial Banking

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-11-10

Application Deadline: 2023-11-22

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Job Detail

  • Job Id
    JD2254274
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    St. John's, NL, Canada
  • Education
    Not mentioned