Manager, Financial Planning Team

🔥 1 hour ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

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• No salary listed.

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RBC

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

RBC is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank and one of the largest in the world by market capitalization, RBC provides a diversified business model focusing on innovation and exceptional client experiences. With over 94,000 employees, RBC helps more than 17 million clients in Canada, the U. S. , and 27 other countries in various areas including finance, banking, investing, insurance, financial planning, wealth management, and capital markets.

📋 Description

• Lead and scale a new model delivering comprehensive financial planning to emerging mass affluent clients • Recruit, onboard, coach, and performance-manage the Financial Planning Team • Identify skill gaps and provide targeted development • Establish performance expectations aligned with leads conversion, financial plan delivery, portfolio growth, and relationship quality • Monitor performance through Clients and Business Excellence (CBE) and Performance Management Development (PMD) • Conduct performance reviews, calibrations, and talent assessments • Define best practices for coordinated advice, multi-partner referrals, and relationship management • Ensure compliance and brand-standard adherence • Drive process optimization and technology adoption • Coordinate referrals and handoffs with credit, banking, complex investments, and mortgage partners • Remove blockers to deliver a seamless client experience

🎯 Requirements

• 3–5 years of team leadership or supervisory experience in financial services • Demonstrated ability to build and retain high-performing teams • 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 and cross-functional collaboration • Ability to support team during peak hours, including evenings/Saturdays as needed • Work remotely from home supporting Team Financial Planners in executing national mandate

🏖️ Benefits

• Full-time RBC employee status with unlimited earning potential and full benefits • Dynamic, collaborative, progressive, and high-performing team • World-class training program in financial services • Flexible work/life balance options

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