Manager, Financial Planning Team

This is a fully remote position, open to applicants in Canada.

📋 Description

• Lead and expand a new model that delivers comprehensive financial planning services to emerging mass affluent clients.

• Recruit, onboard, coach, and manage the performance of the Financial Planning Team.

• Identify skill gaps and offer targeted development opportunities.

• Set performance expectations that align with leads conversion, financial plan delivery, portfolio growth, and relationship quality.

• Monitor performance through Clients and Business Excellence (CBE) and Performance Management Development (PMD) frameworks.

• Conduct performance reviews, calibrations, and talent assessments.

• Define best practices for coordinated advice, multi-partner referrals, and relationship management.

• Ensure compliance with regulations and adherence to brand standards.

• Drive process optimization and encourage technology adoption.

• Coordinate referrals and transitions with credit, banking, complex investments, and mortgage partners.

• Eliminate obstacles to provide a seamless client experience.

⛳️ Requirements

• 3–5 years of leadership or supervisory experience in the financial services sector.

• Proven track record of building and retaining high-performing teams.

• Extensive knowledge of financial planning advice, investment solutions, and client relationship management.

• Financial Planning Designation (PFP, QAFP, or CFP) is preferred.

• Mutual Funds License and Branch Compliance Officer (BCO) certification required.

• Strong coaching, communication, and organizational abilities.

• Capability to translate strategy into actionable team priorities.

• Comfort with changing expectations and cross-functional collaboration.

• Willingness to support the team during peak hours, including evenings and Saturdays as necessary.

• Ability to work remotely, supporting Team Financial Planners in achieving national objectives.

🏝️ Benefits

• Full-time RBC employee status with unlimited earning potential and comprehensive benefits.

• Dynamic, collaborative, progressive, and high-performing team environment.

• Access to a world-class training program in financial services.

• Flexible work/life balance options available.