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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, team leadership, and client relationship management, with a focus on optimizing processes and ensuring compliance. Proven ability to coach and develop high-performing teams while driving performance through effective monitoring and strategic execution.
Highest-signal resume keywords
Financial Planning Designation (PFP, QAFP, CFP)Mutual Funds LicenseBranch Compliance Officer (BCO) CertificationTeam Leadership in Financial ServicesClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment SolutionsPerformance ManagementProcess OptimizationCompliance Adherence
Soft Skills
CoachingCommunicationOrganizational SkillsCross-Functional Collaboration
Certifications & Qualifications
Financial Planning Designation (PFP, QAFP, CFP)Mutual Funds LicenseBranch Compliance Officer (BCO) Certification
Industry Keywords
Financial ServicesClient ExperiencePerformance ReviewsTalent AssessmentsRelationship Management
About the role
Key responsibilities & impact- Lead and scale a new model delivering comprehensive financial planning to emerging mass affluent clients
- Recruit, onboard, coach, and performance-manage the Financial Planning Team
- Identify skill gaps and provide targeted development
- Establish performance expectations aligned with leads conversion, financial plan delivery, portfolio growth, and relationship quality
- Monitor performance through Clients and Business Excellence (CBE) and Performance Management Development (PMD)
- Conduct performance reviews, calibrations, and talent assessments
- Define best practices for coordinated advice, multi-partner referrals, and relationship management
- Ensure compliance and brand-standard adherence
- Drive process optimization and technology adoption
- Coordinate referrals and handoffs with credit, banking, complex investments, and mortgage partners
- Remove blockers to deliver a seamless client experience
Requirements
What you’ll need- 3–5 years of team leadership or supervisory experience in financial services
- Demonstrated ability to build and retain high-performing teams
- Deep knowledge of financial planning advice, investment solutions, and client relationship management
- Financial Planning Designation (PFP, QAFP, or CFP) preferred
- Mutual Funds License and Branch Compliance Officer (BCO) certification
- Strong coaching, communication, and organizational skills
- Ability to translate strategy into executable team priorities
- Comfort with evolving expectations and cross-functional collaboration
- Ability to support team during peak hours, including evenings/Saturdays as needed
- Work remotely from home supporting Team Financial Planners in executing national mandate
Benefits
Comp & perks- Full-time RBC employee status with unlimited earning potential and full benefits
- Dynamic, collaborative, progressive, and high-performing team
- World-class training program in financial services
- Flexible work/life balance options