Manager Financial Planning Team - RBC, Toronto

Role Overview

As Manager of Financial Planning Team among RBC jobs in Toronto, 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.

Success requires adaptability to evolving role expectations, strong coaching acumen, and the ability to translate organizational strategy into clear team priorities. You will 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.

Key Duties

• 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.
• Establish clear performance expectations aligned to team and business goals including leads conversion, financial plan delivery, portfolio growth, and relationship quality.
• Monitor team performance through Clients and Business Excellence and Performance Management Development, conducting regular performance reviews, calibrations, and talent assessments.
• Partner with leadership to define best practices for coordinated advice, multi-partner referrals, and relationship management while ensuring compliance and brand standards.
• Collaborate with OneRBC partners across credit, banking, complex investments, and mortgages to streamline referral pathways and coordinate handoffs for all client needs.

Requirements

• Three to five years of team leadership or supervisory experience in financial services, with a demonstrated ability to build and retain high-performing teams.
• Deep knowledge of financial planning advice, investment solutions, and client relationship management.
• Financial Planning Designation such as PFP, QAFP, or CFP preferred.
• Mutual Funds License and Branch Compliance Officer certification.
• Strong coaching, communication, and organizational skills with the ability to translate strategy into executable team priorities.
• Flexibility to support the team during peak hours including evenings and Saturdays as needed.

About the Company

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.