Manager, Investment and Retirement Planning

Job Description

What is the opportunity?

Reporting to the Regional Vice President, Investment and Retirement Planning, you will be responsible for achieving business results through sales and market leadership. You will also be responsible for implementation of strategic direction, removing barriers that impede sales force effectiveness, while leveraging diversity and representation in the local marketplace.

Market: Tri-Cities

What will you do?

• Achieve profitable sales targets by providing leadership, direction and ongoing coaching to your team and building employee engagement through focused sales routines
• Build and lead a team to focus on client acquisition, building profitable relationships and advice capabilities to achieve revenue goals
• Collaborate with geographical/regional teams in the implementation of strategies
• Champion sales management practices to achieve a superior client experience, profitable business growth, business retention and productivity
• Focus on enhancing customer loyalty while leveraging full RBC capabilities including branches, alternate delivery channels and service partners to achieve RBC’s business goals
• Cultivate local business opportunities through the development of relationships within the community and centres of influence
• Balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder by following corporate compliance guidelines

What do you need to succeed?

Must-have

• Personal Financial Planning (PFP®), (QAFP™) or Certified Financial Planner (CFP®) designation
• Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation
• Branch Compliance Officer (BCO) designation
• Minimum 3 years sales/leadership experience
• Proven track record of managing a team of investment professionals, as well as, implementing sales objectives and initiation of strategic initiatives
• Ability to work with a wide variety of business partners to achieve success within a market place
• Experience with emerging communications and technology (i.e. web based meetings, social media, Digital Banking and Mobile Applications)
• Fully mobile throughout the Tri-Cities market

Nice-to-have

• Strong organizational skills with the ability to manage a geographically diverse and mobile team
• Proven leadership, sales management and performance management skills
• Strong communication and presentation skills
• Action orientated with the ability to develop and motivate a sales team
• Proven application of business acquisition – establishing community and client relationships, with success in business growth
• A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience

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

Additional Job Details

Address:

2885 BARNET HWY:COQUITLAM

City:

Coquitlam

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-09

Application Deadline:

2026-05-20

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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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.