What is the opportunity?
As Manager, Field Sales Support, Eastern Canada, your role is critical in enabling RBC Wealth Management Financial Services Inc. (WMFS) sales support and field sales staff to deliver dedicated support to Estate Planning Specialists. You will lead, coach, develop, and enable a team of Estate Planning Assistants and Associates (i.e., financial security advisors), ensuring superior client care is delivered as well as a high standard of operational effectiveness. You are a subject matter expert, resource, and thought leader, effectively partnering within and outside of WMFS in order to positively impact the client and employee experience.
What will you do?
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Handle talent acquisition needs and ensure stellar onboarding experiences for new hires
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Identify and share best practices across the entire team to ensure operational effectiveness, and embrace and lead change when new initiatives are implemented
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Assist staff with operational issues and provide appropriate escalation support for issues that require executive visibility
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Support the development of each team member through focused coaching - motivating and empowering them to achieve individual and collective goals
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Drive effective working relationships within the teams
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Participate in the regular performance management cycle, working closely with the Estate Planning Specialists to understand staff performance, and manage low performance, as required, through coaching and effective leadership
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Create an environment conducive to team success and employee engagement
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Demonstrate commitment to active talent management, recruitment, and succession planning
What do you need to succeed?
Must-have
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Valid representative's certificate in insurance of persons (i.e., financial security advisor) granted by the Autorité des marchés financiers (AMF)
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Professional experience in the insurance industry, preferably in a sales or sales management role
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Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
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Demonstrated people management capabilities with the ability to embrace and lead change, positively impacting the client and employee experience
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Strong conflict resolution skills, ability to deal with ambiguity, strong organizational and time management skills, and meticulous attention to detail
Nice-to-have
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Post-secondary education
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Financial planner diploma granted by the Institute of Financial Planning
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Chartered Life Underwriter (CLU) designation
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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Opportunities to do challenging work
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Opportunity to lead
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A strong and diverse team
Job Skills
Additional Job Details
2000 AV MCGILL COLLEGE, APP 1950:MONTRÉAL
Montréal
Canada
37.5
Full time
WEALTH MANAGEMENT
Regular
Salaried
2026-06-23
2026-07-29
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
