Manager, Investment and Retirement Planning - Thunder Bay, Canada - Royal Bank of Canada
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're 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
Manager, Investment and Retirement Planning
What is the opportunity?
Reporting to the Regional Vice President, Career Sales Force, you will be responsible for achieving business results through sales and market leadership within the
Thunder Bay, Sault Ste.
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's 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 guidelines
What do you need to succeed?
Must-have
-
Specific Location is to be determined. Successful incumbent must be fully mobile within the Thunder Bay, Sault Ste.
Marie and Sudbury Markets:
- Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation
- Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation
- Minimum 3 years sales/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
- Branch Compliance Officer (BCO) designation
- 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
- A postsecondary diploma/degree, ideally in Commerce, Business Administration or related experience
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
- Worldclass training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
Job Summary
Address:
THUNDER BAY, Ontario, Canada
City:
CAN-ON-THUNDER BAY
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Personal and Commercial Banking
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
Application Deadline:
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.
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