Financial Planning Manager - Associates (Ontario)

Financial Planning Manager - Associates (Ontario)

10 Sep
|
RBC
|
Ontario

10 Sep

RBC

Ontario

Lead a dynamic team as a Manager, Associates at RBC in Whitby, Canada. You will enhance sales support capabilities and improve client experiences every day.

In this full time role, you’ll coach and develop sales support professionals, driving their engagement and productivity. Your responsibilities will include fostering relationships within the Financial Planning team and ensuring best practices are delivered for client satisfaction. You are pivotal in developing skills, supporting growth, and optimizing workflow within the branch.

Key Responsibilities:
• Provide coaching for effective problem resolution
• Collaborate with partners to maximize Associate support
• Identify sales opportunities and enhance client retention
• Ensure compliance with processes and controls
• Inspire team members to deliver exceptional client experiences

Requirements:
• Minimum 3 years of leadership experience
• Proven success in business growth and relationships
• Mutual funds license (IFIC or CSC)
• Familiarity with emerging technologies
• Organizational skills managing diverse teams

Elevate your career by developing your team while enhancing client satisfaction at RBC.
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📌 Financial Planning Manager - Associates (Ontario)
🏢 RBC
📍 Ontario

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