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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in coaching and motivating teams to achieve sales objectives while fostering collaboration and community relationships. Possesses expertise in mutual fund sales and a solid understanding of financial industry practices.
Highest-signal resume keywords
People ManagementMutual Funds AccreditationSales Management RoutinesClient Relationship BuildingBusiness Growth
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mutual Fund Sales ExperienceBranch Management Exam (BCO)Financial Industry KnowledgeSales CoachingDigital Enablement
Soft Skills
Team MotivationCollaborationProblem ResolutionEmployee EngagementEntrepreneurial Mindset
Certifications & Qualifications
Mutual Funds Accreditation (IFIC or CSC)
Industry Keywords
Financial IndustryRetailing ExcellenceCommunity EngagementClient EducationBusiness and Personal Banking
About the role
Key responsibilities & impact- Motivate and coach a high-performing team of Advisors in a dynamic, high-volume marketplace
- Establish and achieve team objectives
- Coach the team to increase skills and capabilities, maximize sales and referral opportunities, enable digital education and usage, and promote problem resolution at first point of contact
- Build relationships and encourage collaboration across RBC roles and partners
- Support the ongoing development of the team through consistent sales routines
- Ensure high employee engagement through talent management, development and career planning
- Deliver results through sales management routines and coaching
- Partner with the manager to ensure operational effectiveness of the branch and maximize team performance
- Inspire and deliver superior retailing excellence and memorable client experiences
- Coach the team on client advice and education, problem resolution and prevention, digital enablement, and multichannel usage
- Leverage partners to establish internal and external working relationships supporting business objectives
- Address local community needs through appropriate recruitment and management practices
Requirements
What you’ll need- Minimum of 2 years’ experience in a people management/coaching role within the financial industry
- Proven success in business growth, as well as establishing community and client relationships
- At least 2 years of licensed mutual fund sales experience within the last 3 years
- Mutual Funds accreditation (IFIC or CSC)
- Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI, or ability to write the exam within 4 months of start date
- Experience in both business and personal banking
- Strong understanding of sales management routines and ability to lead the team to action
- Post-secondary diploma/degree, ideally in commerce, business administration, or related experience
- Entrepreneurial mindset, with the ability to seek out and develop new business
- Mandarin language skill is an asset
Benefits
Comp & perks- A comprehensive Total Rewards Program including performance based bonuses, flexible benefits, and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- A world-class training program in financial services
- A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded