Manager of Financial Planning Team

As Manager of Financial Planning Team, you will lead and scale a new, evolving model that brings comprehensive financial planning to emerging mass affluent clients.

Your role balances hands-on coaching and capability-building with strategic oversight of team performance, client outcomes, and operational execution.

You will build a high-performing team that operates with autonomy while maintaining cohesion around team portfolio and relationship standards.

Responsibilities

• Team Development & Coaching: Recruit, onboard, and coach Financial Planning Team through continuous feedback, capability building, and performance management; identify skill gaps and provide targeted development; foster a culture of continuous learning and process improvement as the role matures.
• Performance & Accountability: Establish clear performance expectations aligned to team and business goals; monitor team performance through Clients and Business Excellence (CBE) and Performance Management Development (PMD); conduct regular performance reviews, calibrations, and talent assessments.
• Client & Operational Strategy: Partner with leadership to define best practices for coordinated advice, multi-partner referrals, and relationship management; ensure team operates within compliance and brand standards; drive process optimization and technology adoption to enhance efficiency and client experience.
• Multi-Partner Coordination: Collaborate with OneRBC partners to streamline referral pathways and coordinate handoffs for all client needs; remove blockers to seamless client experience.

Requirements

• Leadership Experience: 3–5 years of team leadership or supervisory experience in financial services, with demonstrated ability to build and retain high-performing teams.
• Financial Planning Expertise: 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.
• Operational Acumen: Strong coaching, communication, and organizational skills; ability to translate strategy into executable team priorities; comfort with evolving expectations, cross-functional collaboration, and behavior-driven accountability.
• National Presence & Flexibility: Work remotely from home supporting Team Financial Planners in executing national mandate; flexibility to support team during peak hours.

What's in it for you?

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