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RBC

Manager, Financial Planning

Montreal, QC, Canada

Job type: Full-time
Apply by: Sep 30, 2026
Experience: Minimum of 3 years leadership experience with a proven track record of managing a sales team of investment professionals
Posting language: English
Posted: Sep 23, 2026

Apply About employer

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Original job description

Job Description

**Laurentides/Laval Regions**

What is the opportunity?

You will coach and develop an effective, adaptable financial planning sales team to maximize revenue and capitalize on opportunities. As a leader you reinforce with your team to achieve a superior client experience and enhance employee capability and engagement while leveraging full RBC capabilities, in platform and across the enterprise to deepen client relationships.

What will you do?

Achieve business results through sales and market leadership, implementation of strategic direction and representation in the local marketplace
Work in partnership with Regional Sales teams to implement strategies, processes and disciplines to ensure a high level of financial advice and relationship management for clients with sophisticated financial needs
Develop an effective, adaptable sales team to ensure a differentiated experience for our clients
Champions sales management practices and leads in the implementation of strategic initiatives
Enhance employee commitment, capability and customer loyalty while leveraging full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels and service partners

What do you need to succeed?

Must-have

Minimum of 3 years leadership experience with a proven track record of managing a sales team of investment professionals
Proven application of business acquisition, establishing community and client relationships with success in business growth
Experience with emerging communications and technology (i.e. web based meetings, social media, Digital Banking and Mobile Applications)
Financial Planning Designation In Quebec (financial planning institute)
Mutual Funds License (IFIC or CSC)
Bilingualism (English and French) required, as you will regularly serve our clients with English and French speaking needs.

Nice-to-have

Role model for relationship building, partnering and collaboration
Well-developed Impact and Influence competency - ability to work with a wide variety of business partners to achieve success within a market place
Expert knowledge of coaching and be a change management leader
Strong organizational skills with the ability to manage a geographically diverse and mobile team
A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience is required

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.

A comprehensive Total Rewards Program including performance based bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
A unique opportunity for personal and professional growth

Job Skills

Building Talent, Business Development, Inspiring, Long Term Planning

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-23

Application Deadline:

2026-09-30

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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.

Apply About employer

More about this job

Responsibilities

You will lead and coach a financial planning sales team to maximize revenue and achieve strategic business results. You will also partner with regional sales teams to implement processes that ensure high-quality financial advice and deepen client relationships.

Requirements

Candidates must have at least 3 years of leadership experience managing a sales team of investment professionals and hold a Financial Planning Designation in Quebec. A Mutual Funds License and bilingual proficiency in English and French are also required.

Skills

Sales leadership
Financial planning
Relationship management
Coaching
Change management
Business development
Strategic planning
Investment management
Team development
Client experience
Digital banking
Communication
Organizational skills
Collaboration
Market analysis

Benefits

Performance based bonuses
Flexible benefits
Competitive compensation
Coaching and managing opportunities

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Sales Management
Investment Professionals
Business Acquisition
Digital Banking
Mobile Applications
Mutual Funds License
IFIC
CSC
Change Management
Strategic Initiatives
Relationship Building
Commerce
Business Administration
RBC
Financial Services
Coaching
Market Leadership
Client Loyalty
Team Development

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