Job Description What is the opportunity? Lead a team of sales support professionals, Financial Planning Associates (FPAs), who provide pre-sales planning, sales and relationship management and post sales support to a team of financial planners (FP). The goal of the MFPA is to help maximize RBC Financial Planning’s sales and productivity by driving FPA capability and engagement through coaching, active performance management, and focused sales routines. MFPAs build strong partnerships with Manager Financial Planning, Financial Planners, branch and career sales managers, regional vice presidents, forming an active part of the market leadership team that support RBC’s Financial Planning business. What will you do ? Coach team to deliver pre sales planning, sales and relationship management, post sales and administration support to financial planners, enabling delivery of the Your Future by Design ® Advice Experience. Coach FPAs to take ownership & accountability of client problems at first point of contact, applying the “Make it Right” principles and escalate concerns and make referrals to Client Care Centre. Coach and monitor the FPAs’ activities to ensure they enable FP team performance with value added activities that drive effective client contacts and appointment bookings, and help to increase financial planning activities. Partner with MFPs to develop routines that drive client interactions, meet client contact commitments, and deliver business results. Conduct regular meetings with FPs, branch and other in-market partners to sustain the FPA support activities and ensure effective collaboration across teams. What do you need to succeed ? Must-have - Mobility required to be determined : Estrie, Québec, Mauricie and/or South Shore of Montreal - Experience in coaching and management are required - Knowledge in investment and advice tools - Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs. Nice-to-have - Knowledge in financial planning would be an asset; - IPF designation would be an asset; Job Skills Building Talent, Business Development, Inspiring, Long Term Planning Additional Job Details Address: 1 PLACE VILLE MARIE:MONTRÉAL City: Montréal Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-09-15 Application Deadline: 2025-09-22 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.