Job Description

What is the opportunity?

The successful candidate will be working from their home office however mobility within Southwestern Ontario is required.
The Manager, Associates within our SWO Financial Planning business is responsible for developing and leading a team of associate sales support professionals.  Through focused coaching routines they will develop a high level of capability and engagement within their team that will contribute to the practice management, productivity and business outcomes of the Financial Planners they support. The SWO Financial Planning business has three Managers of Associates and they are a critical part of the market leadership team and partner very closely with Managers Financial Planning, Financial Planners, and RVP FP for SWO to ensure an improved client experience, simplified way to do business and enhanced collaboration while driving the achievement of business goals. 

What will you do?
• Collaborate with partners to integrate the Associate role as the key support on the Financial Planning team.
Coach and develop at team of professionals to support planners and clients with everyday banking, credit and investment transactions and advice.
Develop and coach their team to excel in practice management routines and be a trusted strategic partner for the financial planners they support
• Provide coaching and training to enable the Associates to champion problem resolution ensuring clients’ satisfaction, leveraging partners to resolve the issue and advising the Financial Planner of potential escalation/major issues.
• Foster a continuous improvement approach to employee development by helping employees increase their skills, knowledge, and abilities and ensuring accreditations are up to date through the creation of a solid Personal Development Plan/Action Plan.
• Coach the team to promoting awareness and foster relationships with internal partners

What do you need to succeed?

• A minimum of 3 years leadership experience, with a proven track record of managing and developing teams. 
• Proven change leadership ability
• Strong Organizational skills with the ability to manage a geographically diverse team
• Strategic mindset with ability to prioritize for greatest impact
• Proven application of business acquisition, establishing community and client relationships, and success in business growth

Must have
• Branch Compliance Officer
• Investment Funds in Canada or Canadian Securities Course

• Must be mobile within Southwestern Ontario

Nice to have

Personal Financial Planning or Certified Financial Planning Designation is prefer
Post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience is preferred

Job Skills

Building Talent, Business Development, Inspiring, Long Term Planning

Additional Job Details

Address:

95 KING ST S:WATERLOO

City:

Waterloo

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-02-02

Application Deadline:

2026-02-14

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.