[Hiring] Manager Financial Planning Team @Royal Bank of Canada

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
• Ability to translate organizational strategy into clear team priorities

You'll develop your team's skills in:

• Coordinated advice delivery
• Multi-partner collaboration
• Technology-enabled relationship management

Ensuring consistent execution across leads, planning delivery, and portfolio management 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

Requirements

• 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)

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