Become a leader in the financial sector with RBC in Kamloops, Canada, as a Financial Planning Manager. Direct a high-performing team focused on investment and retirement planning to achieve exceptional sales results.
This managerial role is pivotal for RBC's Operations in BC Interior/North. You will guide Financial Planners while driving client acquisition and business development. Your leadership will enhance customer loyalty and support collaboration within regional teams to implement effective strategies.
Key Responsibilities: • Lead a team of Financial Planners to meet sales targets • Build robust client relationships for revenue growth • Collaborate on regional strategy implementation • Champion superior client experience and sales management • Cultivate community business development opportunities
Requirements: • PFP® or CFP® designation required • BCO designation necessary • 3-5 years of sales management experience • Proven ability to manage investment professionals • Experience with digital technologies in finance
Drive your career forward by leveraging leadership, strategic initiatives, and a commitment to client satisfaction in this impactful role. #J-18808-Ljbffr