Manager, Financial Planning - Brantford, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Brantford, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

You will coach and develop an effective, adaptable financial planning sales team in the Hamilton Mountain, Brantford & Norfolk Market to maximize revenue and capitalize on opportunities.

As a leader you reinforce with your team to achieve a superior client experience and enhance employee capability and engagement while leveraging full RBC capabilities, in platform and across the enterprise to deepen client relationships.

Specific location is to be determined and successful incumbent must be mobile within the Hamilton Mountain, Brantford & Norfolk Market.

What will you do?

Achieve business results through sales and market leadership, implementation of strategic direction and representation in the local marketplace
Work 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
Develop an effective, adaptable sales team to ensure a differentiated experience for our clients
Champions sales management practices and leads in the implementation of strategic initiatives
Enhance employee commitment, capability and customer loyalty while leveraging full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels and service partners

What do you need to succeed?

Must-have

Minimum of 3 years leadership experience with a proven track record of managing a sales team of investment professionals
Experience with emerging communications and technology (i.e. web based meetings, social media, Digital Banking and Mobile Applications)
Financial Planning Designation (PFP or CFP)
Mutual Funds License (IFIC or CSC)
Must have written an acceptable mutual fund branch management exam (BCO) offered by the CSI or be able to write the exam within 4 months of start date

Nice-to-have

Role model for relationship building, partnering and collaboration
Welldeveloped Impact and Influence competency ability to work with a wide variety of business partners to achieve success within a market place
Expert knowledge of coaching and be a change management leader
Strong organizational skills with the ability to manage a geographically diverse and mobile team
A postsecondary diploma/degree, ideally in Commerce, Business Administration or related experience

Job Skills

Additional Job Details

Address:

95

LYNDEN RD:

BRANTFORD

City:

BRANTFORD

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:

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