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Financial Planning Team Manager

RBC

Winnipeg, MB
Lead RBC's evolving financial planning model remotely while coaching teams and strengthening advice delivery for emerging mass affluent clients. Shape team performance nationally.As Manager of Financial Planning Team, you will recruit, onboard, coach, and develop Financial Planners. You will translate strategy into priorities, oversee performance, and refine coordinated advice delivery. The role supports multi-partner collaboration, technology-enabled relationship management, compliance, and consistent operational execution across a national mandate.Key Responsibilities:
Recruit, onboard, and coach Financial Planning Team membersSet expectations for leads, plans, portfolios, and relationshipsConduct performance reviews, calibrations, and talent assessmentsOptimize processes and advance technology adoptionCoordinate referrals with OneRBC banking and investment partnersRequirements:
Three to five years leading financial services teamsKnowledge of financial planning, investments, and relationshipsMutual Funds License and Branch Compliance Officer certificationStrong coaching, communication, and organizational skillsFlexibility for evenings and Saturdays when neededBring financial planning expertise, coaching acumen, and strategic oversight to RBC's scalable national team model.
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