Canada

Financial Planning Manager at RBC, Repentigny

Financial Planning Manager at RBC, Repentigny
Description
Lead a high-performing team of Financial Planners with RBC in the Lanaudière/Mauricie region. This managerial role focuses on sales leadership, team coaching, and optimizing client relationships.

As the Manager of Investment and Retirement Planning, you will implement strategic initiatives to drive business growth and improve sales force effectiveness. Your expertise in sales management, employee engagement, and community relationships will position you to make a significant impact. You will be pivotal in enhancing customer loyalty while leveraging RBC’s full capabilities and services.

Key Responsibilities:• Achieve profitable sales targets through team leadership • Build and guide a successful client acquisition team • Collaborate with regional teams for strategy implementation • Promote sales management practices for better client experiences • Cultivate community relationships for local business opportunities

Requirements:• Minimum 5 years of Sales Management experience • Personal Financial Planning designation (IPF) • Branch Compliance Officer (BCO) accreditation • Investment Funds in Canada (IFIC) or CSC designation • Strong organizational and motivational skills

Elevate your career by managing a dynamic sales team dedicated to client growth and community success. #J-18808-Ljbffr
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