Manager, Investment & Retirement Planning

RBC - Peterborough, ON (13 months ago)

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What is the opportunity?

Reporting to the Regional Vice President, Career Sales Force, this position will lead and manage a team of high performing, highly motivated Financial Planners, Investment & Retirement Planning. 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.

This role will manage, and must be mobile throughout, the Kawartha Lakeshore/Peterborough Community. The community includes locations such as; Lakefield, Peterborough, Cobourg.

What will you do?

Engage, Enable and Inspire a team to focus on the delivery of exceptional financial advice, building mutually beneficial relationships and increased client acquisition
Collaborate with RBC partners in the implementation of local market and national strategies
Champion sales management practices to deliver a superior client experience, profitable business growth, business retention and productivity
Enhance customer loyalty by leveraging full RBC capabilities including branches, digital, alternate delivery channels and service partners
Cultivate local business opportunities through the development of relationships within the community and centres of influence
Mitigate the risk of loss to the client, employee, and shareholder by following corporate compliance guidelines

What do you need to succeed?


Courageous and inspirational leadership skills to create a culture of excellence
Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation
Branch Compliance Officer (BCO) designation
Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license
Proven application of business acumen – establishing community and client relationships, with success in business growth
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
Strong communication and presentation skills


Experience with emerging communications and technology (i.e. web based meetings, social media, Digital Banking and Mobile Applications)
Minimum 3-5 years sales management/leadership experience
The ability to manage a geographically diverse and mobile team
Proven leadership, sales management and performance management skills
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

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

City: Peterborough
Address: Peterborough
Work Hours/Week: 37.5
Work Environment: Your Home Office
Employment Type: Permanent
Career Level: People Manager
Pay Type: Salary + Variable Bonus
Required Travel (%): 51-75
Exempt/Non-Exempt: N/A
People Manager: Yes
Application Deadline: 12/18/2019
Platform: Personal & Commercial Banking
Req ID: 203008

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