[Hiring] Manager Financial Planning Team @RBC

Role Description

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.

Qualifications

• 3–5 years of team leadership or supervisory experience in financial services.
• 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.
• 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.
• Flexibility to support team during peak hours (evenings/Saturdays as needed).

Requirements

• 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.
• Establish clear performance expectations aligned to team and business goals.
• Monitor team performance through Clients and Business Excellence (CBE) and Performance Management Development (PMD).
• Conduct regular performance reviews, calibrations, and talent assessments.
• 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.
• Collaborate with OneRBC partners to streamline referral pathways and coordinate handoffs for all client needs.
• Remove blockers to seamless client experience.

Benefits

• 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.