Job Description What is the prospect? The Manager, Associates is a key leadership role within our financial planning business and is responsible for developing a team of sales support professionals (Associates).Through focused coaching and sales routines they will develop a high level of capability and engagement within their team that will contribute to the maximized sales and productivity of Financial Planners they support. The Manager, Associates form part of the market leadership team and partner with Managers Financial Planning, Financial Planners, Branch Managers and Regional Vice Presidents to insure an improved client experience, simplified way to do business and enhanced collaboration while driving the achievement of business goals.



What will you do? Provide coaching and training to enable the Associates to champion problem resolution ensuring client satisfaction Collaborate with partners to integrate the Associate role as the key support on the Financial Planning team Coach the team to identify sales and referral opportunities, client facing transactions, enhance retention, drive revenue and book client appointments to support planners in closing business Coach the team to fully leverage all service partners, promoting awareness and fostering relationships with internal partners Ensure processes/controls are in place and are being followed to protect shareholder interests, including the areas of

📌 Manager, Associates (Barrie)
🏢 RBC
📍 Barrie