Manager Financial Planning Team

Job Description

What is the opportunity?

As Manager of Financial Planning Team, you will lead and scale a new, evolving model that brings comprehensive financial planning to emerging mass affluent clients. Your role balances hands-on coaching and capability-building with strategic oversight of team performance, client outcomes, and operational execution. You'll build a high-performing team that operates with autonomy while maintaining cohesion around team portfolio and relationship standards. Success requires adaptability to evolving role expectations, strong coaching acumen, and the ability to translate organizational strategy into clear team priorities. You'll develop your team's skills in coordinated advice delivery, multi-partner collaboration, and technology-enabled relationship management—while ensuring consistent execution across leads, planning delivery, and portfolio management. Your leadership, mentorship, and commitment to continuous process refinement will be critical as we develop this model together and establish the Financial Planning Team as a scalable capability across RBC.

What do you need to succeed?

Key Tasks/Responsibilities

• Team Development & Coaching: Recruit, onboard, and coach Financial Planning Team through continuous feedback, capability building, and performance management; identify skill gaps and provide targeted development; foster a culture of continuous learning and process improvement as the role matures.
• Performance & Accountability: Establish clear performance expectations aligned to team and business goals (leads conversion, financial plan delivery, portfolio growth, relationship quality); monitor team performance through Clients and Business Excellence (CBE) and Performance Management Development (PMD); conduct regular performance reviews, calibrations, and talent assessments.
• Client & Operational Strategy: Partner with leadership to define best practices for coordinated advice, multi-partner referrals, and relationship management; ensure team operates within compliance and brand standards; drive process optimization and technology adoption to enhance efficiency and client experience.
• Multi-Partner Coordination: Collaborate with OneRBC partners (credit, banking, complex investments, mortgage) to streamline referral pathways and coordinate handoffs for all client needs; remove blockers to seamless client experience.

Requirements

• Leadership Experience: 3–5 years of team leadership or supervisory experience in financial services, with demonstrated ability to build and retain high-performing teams.
• Financial Planning Expertise: Deep knowledge of financial planning advice, investment solutions, and client relationship management; Financial Planning Designation (PFP, QAFP, or CFP) preferred; Mutual Funds License and Branch Compliance Officer (BCO) certification.
• Operational Acumen: Strong coaching, communication, and organizational skills; ability to translate strategy into executable team priorities; comfort with evolving expectations, cross-functional collaboration, and behavior-driven accountability.
• National Presence & Flexibility: Work remotely from home supporting Team Financial Planners in executing national mandate; flexibility to support team during peak hours (evenings/Saturdays as needed).

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.

• Full-time RBC employee status with unlimited earning potential and full benefits
• Work with a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Flexible work/life balance options

Job Skills

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.