Job Description

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you\xe2\x80\x99re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title Senior Manager, Will & Estate Consultants | Premier directeur, Experts-conseils, Testaments et successions \xe2\x80\x93 R\xc3\xa9gion de l\xe2\x80\x99Est, RBC Gestion de patrimoine



What is the opportunity?

The Senior Manager, Will & Estate Consultants is responsible for the management and oversees the services provided by a group of will & estate planning professionals within the RBC Wealth Management Canada framework. As a Senior Manager on the Family Office Services (FOS) team, the role requires working cooperatively and effectively with the other Managers and Branch Managers to improve all parts of the FOS team and to ensure that the regional teams function effectively.

The Senior Manager is accountable to the Vice President National Estate Services for the achievement of agreed upon goals and objectives, for employee engagement and providing a superior client experience. This role also supports revenue generation as each team member is looking to spot and anchor new business opportunities with our high net worth client base. The final component of this role is the execution and support of Family Office Services initiatives and projects.

What will you do?

• Manage a large team of will & estate planning professionals that is committed to a superior client experience as well as focused on revenue generation through the spotting of opportunities
• Coach, manage and lead a team of professionals. This is done in a variety of ways including: one on one calls, face to face visits in their region, team conference calls, team meetings either on our own or with strategic partners, WMS team gatherings and regular performance reviews
• Recruitment, identify, profile and develop top talent and Training of new team members
• Act as relationship manager with Dominion Securities, WM Insurance, RBC PH&N Private Counsel, Private Banking, Financial Planning and Estate and Trust Services.
• Manage Wealth Management business development with the National Director, Managing Director and Regional Managers of Dominion Securities
• Execution and Support of FOS team initiatives and projects
• Build a culture that supports not only spotting opportunities but also follow up and the anchoring of opportunities to aid in revenue generation
• Encourage and aid in personal growth and development of team members
• Utilize the reward and recognition program to reward excellent performance

What do you need to succeed?

Must-have

• 5+ years in a leadership role managing large teams
• Understanding of the retail full service brokerage business
• Strategic planning for improvement and growth of the business
• Change Leadership \xe2\x80\x93 can effectively cope with change and lead team through it
• Hiring \xe2\x80\x93 can source and recognize strong talent
• Results oriented \xe2\x80\x93 can set and meet goals for self as well coaching team to set and meet their goals.
• Excellent written and verbal communication in French and English (since will be communicating with individuals across Canada)

Nice-to-have

• University Degree
• LLB / Notary or estate planning / settlement experience

What\xe2\x80\x99s 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 and flexible benefits, competitive compensation
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to take on progressively greater roles

Job Summary

Address: MONTR\xc3\x89AL, Quebec, Canada

City: CAN-ON-OTTAWA, CAN-ON-TORONTO, CAN-QC-MONTR\xc3\x89AL

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2022-08-04-07:00

Application Deadline: 2023-03-26-07:00

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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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 rbc.com/careers.

Royal Bank of Canada