# Manager of Financial Planning Team

**Company**: Royal Bank of Canada (RBC)
**Location**: Toronto, Ontario
**Work arrangement**: remote
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Manager-Financial-Planning-Team_R-0000192502?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/manager-of-financial-planning-team-396b9acc-1ce/

## Description

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

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## Skills

### Required
- financial planning
- team leadership
- coaching
- communication
- organizational skills

### Nice to have
- Financial Planning Designation (PFP, QAFP, or CFP)
- Mutual Funds License
- Branch Compliance Officer (BCO) certification

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Manager-Financial-Planning-Team_R-0000192502?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)