Branch Manager Advisor

Job Description

What is the opportunity?

As a Branch Manager Advisor you fulfill a critical hybrid role in the branch with 25-50% of your time spent providing advice to clients as a Financial Advisor and 50-75% in a Branch leadership role. As a local market leader, you are responsible for the retail performance within a Branch focusing on business growth including new client acquisition and enhancing RBCs ability to acquire and deepen client relationships. As a Financial Advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

• 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 clients 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 is 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

What do you need to succeed?

Must-have

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• 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)
• 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

Nice-to-have

• Experience in both business and personal banking
• Previous people management role

Whats 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.

• 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

Job Skills

Additional Job Details