Full-time

Manager of Financial Planning and Sales

Posted by RBC • June 05, 2026

📍 montreal (administrative region), qc, Canada
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Description

Steer a financial planning sales team as Manager, driving exceptional client experiences and team performance. Foster engagement while leveraging industry capabilities for client relationships.
In this leadership position, you'll be responsible for coaching an adaptable sales team to achieve significant business results. Collaborate with regional sales teams to implement high-level financial strategies and champion practices that promote growth. Your role will enhance employee engagement while responding to clients' sophisticated needs.
Key Responsibilities:
• Direct financial planning sales team towards business growth
• Partner with regional teams to execute client strategies
• Cultivate a differentiated client experience through coaching
• Lead the implementation of strategic sales initiatives
• Maximize employee capability and customer loyalty
Requirements:
• Minimum of 3 years managing a sales team
• Proven success in business relationship management<...

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