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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mutual funds sales and management, with a strong focus on client experience, team leadership, and digital enablement. Proven ability to drive results through effective resource allocation and community engagement.
Highest-signal resume keywords
Mutual Funds AccreditationLicensed Mutual Funds Sales ExperiencePeople Management ExperienceDigital Channel UtilizationBusiness Acquisition Mindset
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 Funds SalesTalent ManagementClient EducationProblem ResolutionOperational Compliance
Soft Skills
CoachingCollaborationEmployee EngagementCommunity Leadership
Tools & Technologies
Digital EnablementMultichannel Usage
Certifications & Qualifications
IFICCSCMutual Fund Branch Management Exam
Industry Keywords
Retailing ExcellenceClient ExperienceSales GrowthMarket ShareBusiness BankingPersonal Banking
About the role
Key responsibilities & impact- Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience
- Deliver results and support new client acquisitions through multiple channels, including your own team and local partners
- Lead change and allocate resources to meet the needs of the community, growing sales, revenue, and market share
- Ensure high employee engagement through recruiting, talent management, development, and career planning
- Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
- Take appropriate actions to close gaps identified through operational, credit effectiveness, and compliance reviews and reports
- Act as a local market leader and RBC Ambassador within the community
- Build relationships and encourage collaboration across RBC roles
- Steward digital enablement and multichannel usage
- Support ongoing staff development through consistent routines
Requirements
What you’ll need- Mutual Funds accreditation (IFIC or CSC) and minimum 2 years of licensed mutual funds sales experience within the last 3 years
- Completed an acceptable mutual fund branch management exam offered by the CSI, or ability to write an exam within 4 months of start date
- Minimum 3 years in a people management role
- Entrepreneurial business acquisition mindset
- Ability to employ digital channels, drive client awareness, and ensure your team is enabling clients with RBC digital access
- Experience in both business and personal banking (nice-to-have)
Benefits
Comp & perks- A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Financial strength and strong brand to support your goals
