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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mutual funds sales and management, with a strong focus on client acquisition, team leadership, and digital channel utilization. Proven ability to enhance employee engagement and deliver exceptional client experiences through effective coaching and operational excellence.
Highest-signal resume keywords
Mutual Funds AccreditationLicensed Mutual Funds Sales ExperiencePeople Management ExperienceDigital Channel UtilizationClient Acquisition Strategy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mutual Funds SalesBranch Management ExamTalent ManagementSales Growth StrategiesOperational Compliance
Soft Skills
Team LeadershipCoachingProblem ResolutionEmployee EngagementClient Education
Tools & Technologies
Digital Enablement ToolsMultichannel Platforms
Certifications & Qualifications
IFICCSC
Industry Keywords
Client ExperienceSales Revenue GrowthMarket Share ExpansionEntrepreneurial Mindset
About the role
Key responsibilities & impact- Deliver results and support new client acquisitions through multiple channels, including your own team and local partners
- Lead change and allocate resources to meet the needs of the community, growing sales, revenue, and market share
- Ensure high employee engagement through recruiting, talent management, development, and career planning
- Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience
- 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
- Take appropriate actions to close gaps identified through operational, credit effectiveness, and compliance reviews and reports
Requirements
What you’ll need- Must-have Mutual Funds accreditation (IFIC or CSC) and minimum 2 years of licensed mutual funds sales experience within the last 3 years
- Completed an acceptable mutual fund branch management exam offered by the CSI, or ability to write an exam within 4 months of start date
- Minimum 3 years in a people management role
- Entrepreneurial business acquisition mindset
- Ability to employ digital channels, drive client awareness, and ensure your team is enabling clients with RBC digital access
Benefits
Comp & perks- A comprehensive Total Rewards Program including bonuses and flexible benefits
- 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
