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Job Description
What is the opportunity?
Reporting to the Regional Vice President, Investment & Retirement Planning, this position will lead and manage a team of high performing, highly motivated Financial Planners, Investment and Retirement Planning in the Calgary Northwest market. You will be responsible for achieving business results through sales and market leadership. You will also be responsible for implementation of strategic direction, removing barriers that impede sales force effectiveness, while leveraging diversity and representation in the local marketplace.
What will you do?
- Achieve profitable sales targets by providing leadership, direction and ongoing coaching to your team and building employee engagement through focused sales routines
- Build and lead a team to focus on client acquisition, building profitable relationships and advice capabilities to achieve revenue goals
- Collaborate with geographical/regional teams in the implementation of strategies
- Champion sales management practices to achieve a superior client experience, profitable business growth, business retention and productivity
- Focus on enhancing customer loyalty while leveraging full RBC capabilities including branches, alternate delivery channels and service partners to achieve RBC’s business goals
- Cultivate local business opportunities through the development of relationships within the community and centres of influence
- Balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder by following corporate compliance guidelines
What do you need to succeed?
Must-have
- Personal Financial Planning (PFP), Qualified Associate Financial Planner (QAFP) or Certified Financial Planner (CFP) designation
- Branch Compliance Officer (BCO) designation
- Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation
- Minimum 3-5 years sales management/leadership experience
- Proven track record of managing a team of investment professionals, as well as, implementing sales objectives and initiation of strategic initiatives
- Ability to work with a wide variety of business partners to achieve success within a market place
- Experience with emerging communications and technology (i.e. web based meetings, social media, digital banking and mobile applications)
Nice-to-have
- Strong organizational skills with the ability to manage a geographically diverse and mobile team
- Proven leadership, sales management and performance management skills
- Strong communication and presentation skills
- Action orientated with the ability to develop and motivate a sales team
- Proven application of business acquisition – establishing community and client relationships, with success in business growth
- A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including performance based bonuses, flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
- A unique opportunity for personal and professional growth
Job Skills
Building Talent, Business Development, Inspiring, Long Term PlanningAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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