Assistant Branch Manager/advisor

  • 2-3 Year
  • Elmsdale
  •   Posted On: April 16, 2018
  •   Skills:  Banking Operations, Financial Advising, Relationship Management

Job Overview

Roles & Responsibilities


What will you do?

Ensure high employee engagement through talent management, development & career planning

Deliver results through strong sales management routines and coaching ability

Provide profession advice and education with an ability to address complex credit and investment personal & business needs

Collaborate with market leading professionals in financial planning, retirement planning, home equity finance specialists & business banking experts to ensure clients receive customized, expert advice

Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experience

Model & 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

Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team

Address local community needs through appropriate recruitment and management practices

This role is 50% Client facing and 50% managing sales staff.

What do you need to succeed? 


Must-have 

Minimum of 2-3 years’ experience in a relationship management role within the financial industry (e.g., Banking Advisor, Financial Advisor) 

Experience in a coaching / leadership role, or acting as a mentor to service or sales professionals

Mutual Funds accreditation (IFIC or CSC) and at least 2 years of licensed mutual fund sales experience within the last 3 years

Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI or ability to write the exam within 4 months of start date

Demonstrated success delivering/coaching to providing advice to clients resulting in strong client relationships and superior sales results

Nice-to-have 

Strong communication and decision-making skills, with the ability to communicate and lead change 

Strong multi-tasker and self-starter who is comfortable working independently, as well as in a flexible environment

A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience

About Royal Bank of Canada

he Royal Bank of Canada History site has been created to remember and celebrate our heritage and the generations of men and women who transformed our company into a leader in Canada and a growing force in countries around the world. Over the years we have invested in the future by delivering quality products, creating jobs, protecting the environment, respecting diversity and making a difference in the communities that we serve. Our shared values of service, teamwork, responsibility, diversity and integrity help guide our behaviours and decisions, inspire us to lead in diversity and inclusion and define what it means to be a responsible corporate citizen. Today, approximately 79,000 client-focused and committed employees help us earn the right to be our clients’ first choice, differentiating us as an exceptional source of advice for the 16 million clients worldwide that we serve.

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