Branch Leader – Wealth Management & Coaching

RBC; Edmonton; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching & development

Career opportunities across wealth mgm

Collaborative, high-performing team

Challenging work with impact

Job summary

RBC Dominion Securities in Edmonton seeks a senior manager to oversee compliance and supervision for investment advising activities. You will lead a diverse team, facilitate weekly meetings, and drive performance with clear feedback and development opportunities.

Strong communication and regulatory expertise are essential, with a track record in managing priorities, supporting staff, and delivering results in a fast-paced wealth management environment.

Qualifications

• Post-Secondary Education (College or University)
• Retail Brokerage Experience with minimum of 2 years Investment Advisor experience or similar experience
• Demonstrated experience in dealing with ambiguity and managing multiple operations and servicing activities in a fast paced environment
• Ability to engage a diverse team that includes branch staff, middle office and internal and external partners
• Experience in managing multiple priorities and in dealing with challenging and sometimes complex situations to drive success
• Proven experience in leading a team, coaching and developing and motivating others
• Decisive and Results Driven
• Canadian Investment Regulatory Exam, CIRE
• BM license preferred

Responsibilities

• Clearly demonstrates effective management and supervision of all compliance issues and responsibilities on a daily basis.
• Provides effective and consistent communication via weekly sales meetings, sales support meetings and team meetings.
• Engages in high performance coaching with each IA.
• Clearly demonstrates behaviors which motivate all employees for greatest results including, personal development, recognition and promotion.
• Consistently seeks opportunities to engage employees in improving the working environment within the branch.
• Develops actionable feedback for IA’s and support staff, whether it is positive or corrective. Is willing to make tough decisions.
• Solves difficult problems effectively. Deals with the root cause, looks beyond the obvious and doesn’t stop at the first or easy answer.
• Superior written and oral communication skills.

Job description

RBC Dominion Securities in Edmonton seeks a senior manager to oversee compliance and supervision for investment advising activities. You will lead a diverse team, facilitate weekly meetings, and drive performance with clear feedback and development opportunities.

Strong communication and regulatory expertise are essential, with a track record in managing priorities, supporting staff, and delivering results in a fast-paced wealth management environment.