Branch Manager Advisor
Company | Royal Bank of Canada |
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Location | Oakville, ON, Canada |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Mid Level, Senior |
Requirements
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Completed Branch Compliance Officer course offered by the Canadian Securities Institute, or ability to write an exam within 4 months of start date.
- Entrepreneurial business acquisition mindset
Responsibilities
- Manage a team that delivers an exceptional client experience by leading with advice and leveraging the full capability of RBC to provide appropriate solutions to meet our client needs and financial circumstances.
- Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
- Lead your team from the front, actively engaging clients inside and outside the branch, providing complex advice solutions and modelling key behaviors with an emphasis on teamwork to meet our client’s needs.
- Remain locally connected and active in your community, effectively motivating your team and RBC Partners to proactively connect with clients and Centers of Influence.
- Strategically manage capacity across the Advisor team leveraging Advisor skills and capabilities, mobility and understanding of weekly/monthly traffic flow to drive client contacts.
- Role model, coach, and champion our Leadership Model. Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators, and concerns in all interactions with employees, colleagues, and clients.
- Speak up for and about inclusion and create the conditions where team members and clients’ uniqueness are appreciated and valued; team members bring their best to work, feel a strong sense of belonging and achieve their full potential, regardless of their identity.
- Develop and coach your team on improving proficiency and capability. Focus on employee movement through proficiency levels to drive performance in current role and enable future career progression.
Preferred Qualifications
- Experience in both business and personal banking.
- Minimum 3 years in a people management role
- Canada (excluding Quebec): Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
- Quebec: Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e. Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)