Posted 8 hours ago
Manager Financial Planning Team
@ Royal Bank of Canada
Toronto, ON · Calgary, AB · Edmonton, AB · Halifax, NS · Ottawa, ON +4
Overview
Royal Bank of Canada is hiring a Manager of its Financial Planning Team to lead and scale a new model bringing comprehensive financial planning to emerging mass affluent clients. The role is a full-time, salaried position of 37.5 hours a week, with work from home supporting a national mandate and flexibility for evening and Saturday peaks. The posting states full benefits, unlimited earning potential and a world-class training program.
Responsibilities:
- Recruit, onboard and coach the Financial Planning Team
- Set and monitor performance expectations and conduct reviews
- Define best practices for coordinated advice and client relationships
- Coordinate referrals with OneRBC partners
Requirements summary:
- 3 to 5 years of team leadership in financial services
- Deep financial planning and investment knowledge
- Financial Planning Designation (PFP, QAFP or CFP) preferred
- Mutual Funds License and BCO certification
- Flexibility for evening and Saturday peak hours
Tools & skills
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-11-10
- First seen by our source
- 2026-11-11
- Source record updated
- 2026-11-11
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Manager |
| Department | Business operations |
| Management experience | 3+ years |
| Manages people | Yes |
| Hours per week | 37.5 |
| Schedule | evening |
| Travel | air: none · ground: none |
| Work setting | Home, Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | Mutual Funds License, Branch Compliance Officer |
| Perks mentioned | Flexible hours, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Royal Bank of Canada
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
- LinkedIn followers
- 932,626
- People associated on LinkedIn
- 96,867
- Reported office locations
- 200 Bay Street, Toronto, Ontario M5J 2J5, CA
- 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
- 2 Park St, Sydney, NSW 2000, AU
- 100 Bishopsgate, London, England EC2N 4AA, GB
- Persiaran Apec, Cyberjaya, Selangor 63000, MY
- 60 S 6th St, Minneapolis, MN 55402, US
- Business categories
- Wealth Management
- Commercial Lending
- Finance
- Banking
- Payments
- Asset Management
- Insurance
- Lending
- Financial Services
- Financial Exchanges
- Other recorded names
- Royal Bank of Canada
- RBC
- Specialties
- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets
- Profile identifies a recruitment agency
- No
- Reported total investment
- 22,251,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Open jobs on Jobsy | 1,118 |
| View page |
Job Description
What is the opportunity?
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'll build a high-performing team that operates with autonomy while maintaining cohesion around team portfolio and relationship standards. Success requires adaptability to evolving role expectations, strong coaching acumen, and the ability to translate organizational strategy into clear team priorities. You'll develop your team's skills in coordinated advice delivery, multi-partner collaboration, and technology-enabled relationship management—while ensuring consistent execution across leads, planning delivery, and portfolio management. Your leadership, mentorship, and commitment to continuous process refinement will be critical as we develop this model together and establish the Financial Planning Team as a scalable capability across RBC.
What do you need to succeed?
Key Tasks/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 (leads conversion, financial plan delivery, portfolio growth, relationship quality); 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 (credit, banking, complex investments, mortgage) 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 (evenings/Saturdays as needed).
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.
- 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
Job Skills
Additional Job Details
Address:
ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity:
TorontoCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-11-10Application Deadline:
2026-11-25Note: 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.
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