Rbc
Manager,InvestmentandRetirementPlanning
“Manager, Investment and Retirement Planning at Rbc. Skills: sales, leadership, investment planning, retirement planning. 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”
What You'll Achieve.
Achieve profitable sales targets; achieve revenue goals; achieve a superior client experience; profitable business growth; business retention; productivity; achieve RBC’s business goals
Industry & Context.
Fully mobile throughout the Tri-Cities market
What They're Looking For.
Must Have
Personal Financial Planning (PFP®), (QAFP™) or Certified Financial Planner (CFP®) designation, Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation, Branch Compliance Officer (BCO) designation, Minimum 3 years sales/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), Fully mobile throughout the Tri-Cities market
Nice to Have
organizational skills with the ability to manage a geographically diverse and mobile team, Proven leadership, sales management and performance management skills, 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 You'll 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
and shareholder by following corporate compliance guidelines
How You'll Work.
Team & Collaboration
Collaborate with geographical/regional teams in the implementation of strategies; Ability to work with a wide variety of business partners to achieve success within a market place
Communication Scope
communication and presentation skills
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