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Added 10 mins ago
Senior Manager, Payroll and People Operations
Versaterm
Ottawa, ON
Full-time
…to the CHRO, the Senior Manager leads execution, day-to-day program management, and compliance accountability across the full scope of the…
Added 11 mins ago
Head Coach
Orangetheory Fitness 10006
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Full-time
Brand Training: Must successfully complete the Orangetheory Fitness Coach Training Certification program upon hire.
Added 40 mins ago
Manager, Internal Audit & Risk Management
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Full-time
Drive the continued evolution of Mattamy's Risk Management program, including risk identification, assessment, monitoring, and reporting processes that support strategic decision-making.
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Front Line Manager – Property Claims
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Calgary, AB
Full-time
Participate in the Quality Assurance program for your team and ensure development opportunities are addressed promptly and effectively.
Added 1 hour ago
Senior Manager, Payroll and People Operations
Versaterm
Ottawa, ON
…to the CHRO, the Senior Manager leads execution, day-to-day program management, and compliance accountability across the full scope of the…
Added 1 hour ago
Senior Manager, Product Analytics
Thomson Reuters
Toronto, ON · Canada, Toronto, Ontario
Full-time
…both analytics and engineering disciplines. This is a player coach role: you set direction across multiple product areas and develop your team, while staying close enough to the work to…
Added 1 hour ago
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Added 1 hour ago
(sr) Branch Service Manager (Maritimes)
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Manage, mentor and coach a team of Customer focused professionals, improve Service process efficiencies
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(sr) Branch Service Manager (Maritimes)
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Oakville, ON
Temporary
Employment Status: Temporary Full-Time (Non-Union)
Added 2 hours ago
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Coach dealers on business fundamentals including marketing execution, operational maturity, and growth planning
Added 2 hours ago
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…requirements for this position. The role will deliver our EMPLOY Program and support other employment services and programs. To read more about the employ program, please visit the program…
Added 2 hours ago
Manager, Privately Managed Portfolios
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Full-time
Coach program applicants on preparing complete and acceptable applications.
Added 2 hours ago
Purchasing Manager
E.B. Horsman & Son
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Health, dental, and employee assistance program benefits
Added 2 hours ago
Senior HRIS Specialist
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Red Deer, AB · Edmonton, AB · Calgary, AB
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Coach colleagues and functional administrators through knowledge transfer, cross-training, and reusable
Added 3 hours ago
Production Manager
MiTek
Calgary, AB
Full-time
…time for corrective action, and supervising the performance of program functional task elements such as quality assurance, safety, and…
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District Manager - Western Canada
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Calgary, AB
Full-time
Conduct regular store visits to coach, review performance, and support store managers
Added 3 hours ago
District Manager - Western Canada
Swatch
Vancouver, BC
Full-time
Conduct regular store visits to coach, review performance, and support store managers
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Director, AI Delivery & Portfolio Management – Global Payments Technology
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Assistant Branch Manager, Highway 10 & County Court Branch
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Brampton, ON
Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 3 hours ago
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The Calgary John Howard Society
Calgary, AB
Full-time
…long-term dependency on Income Support. It is an outreach-based employment program supporting high-risk youth aged 16–24 who have experienced homelessness, housing instability, justice…
Added 3 hours ago
Sr. Manager, Development
CIBC
Toronto, ON
Full-time
People Leadership- Lead and coach a high performing group team of individuals. Direct, motivate, and develop your team, maximizing their contributions and professional growth. Share…
Added 3 hours ago
OYEP National Operations Manager
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Thunder Bay, ON
Full-time
Act as a visible Safety Leader and ensure health, safety, environmental, quality, employment, and client requirements are embedded in every program plan and operating decision.
Added 4 hours ago
Team Lead, Advertising Project Management
HelloKindred
Toronto, ON
Contract
Our vision is to make work accessible and people’s lives better. We do this by disrupting traditional employment barriers – connecting ambitious talent to flexible opportunities with…
Added 5 hours ago
Principal Developer Support Engineer - Builder Experience
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Toronto, ON
$140,000 to $192,500 CAD / year
Full-time
Mentorship: Coach Senior DSEs on complex technical cases, time management, and customer handling to elevate the whole team.

RBC

Manager, Financial Planning- EN

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</a/span>

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

Lead and develop a financial planning sales team to achieve business growth, deliver high-quality financial advice, and provide a differentiated client experience. Implement strategic sales initiatives and strengthen client relationships by partnering with regional teams and leveraging RBC capabilities and service channels.

Requirements

Requires at least three years of leadership experience managing investment professionals, a track record in sales growth and relationship building, a financial planning designation in Quebec, and a mutual funds license. English-French bilingualism and experience with digital communications and technology are also required; a post-secondary diploma or degree in commerce, business administration, or a related field is preferred.

Skills

Sales Leadership
Financial Planning
Business Development
Team Coaching
Relationship Management
Client Relationship Building
Business Acquisition
Market Leadership
Strategic Planning
Change Management
Employee Development
Customer Loyalty
Community Engagement
Impact And Influence
Digital Banking
Mobile Applications

Benefits

Performance-Based Bonuses
Flexible Benefits
Competitive Compensation
Coaching And Development Opportunities
Personal And Professional Growth

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Sales Management
Investment Professionals
Business Development
Business Acquisition
Client Relationships
Relationship Management
Financial Advice
Strategic Initiatives
Market Leadership
Team Coaching
Change Management
Financial Planning Designation
Mutual Funds License
IFIC
Canadian Securities Course
Digital Banking
Mobile Applications
Web-Based Meetings
Social Media
Regional Sales
Specialized Sales Forces
Alternate Delivery Channels
Service Partners
Personal And Commercial Banking

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