Job Description
What is the opportunity?
In this role, you will provide advance sales and service coaching capability of Financial Planning team to drive volume and revenue through improved sale and service effectiveness and client experience.
What will you do?
Embed and sustain initiatives in the context of Your Future by Design and Mortgage Advice Experience
Build coaching capability in delivering multi-channel client access, exceptional client experience (Top Box), and advice that is meaningful, memorable, and timely
Advance adoption of practice management routines in enhancing sales planning, and determining key areas of focus
Advance Leaders capability in coaching to client contact commitments, ensuring clients are earned and engaged and that all clients have a minimum of one face-to-face interaction with their FPs annually
Advance FP effectiveness in sales and service practices (e.g. deepening client relationships, practice management)
Partner with the IRP Business to drive regional Financial Planning business focus, achieve regional investment objectives, create Financial Planning brand dominance in the marketplace
Working as a Team and Growing through One RBC
Provide prioritized diagnostic support on market management, sales management, and coaching practices
What do you need to succeed?
Must have:
Strong Investment and Credit Experience
Strong business and organizational knowledge, planning and implementing capabilities with a knowledge/experience across Personal and Commercial Banking within the market/s supported, including sales management, and direct sales.
Excellent written and oral communication ability and strong impact and influence competencies.
Experience sales/management skills Personal and Commercial Banking.
Strong understanding with acquisition sales force.
Proven experience in both 1:1 coaching, team coaching, and experience coaching sales people and enabling sales managers.
Nice to have:
PFP or CFP
Job Skills
Agile Methodology, Business Data Analysis, Customer Service, Decision Making, Design Thinking, Digital Transformation, High Impact Communication, Implementation, Long Term Planning, Time ManagementAdditional Job Details
Address:
201 PORTAGE AVE:WINNIPEGCity:
WinnipegCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-07-16Application Deadline:
2026-07-21Note: 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.
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