Branch Operations Lead – Wealth Management & Training

RBC

Newmarket

On-site

CAD 65,000 - 85,000

Full time

13 days ago
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Benefits offered by this job

Bonuses and flexible benefits
World-class training program
Stock options where applicable

Job summary

RBC Dominion Securities in Newmarket is seeking a Branch Operations Manager to lead the branch operations, support the management and advisor teams, and ensure compliant client activity. The role emphasizes coordinating training, overseeing branch facilities, and liaising with internal departments to execute strategic plans.

The successful candidate will manage daily admin tasks, support staff development, ensure adherence to controls, and handle branch technology needs while delivering

Qualifications

  • Attention to detail and time management are essential.
  • Ability to work independently and proactively solve problems.
  • Experience in the securities industry is an asset.

Responsibilities

  • Implement Branch Director’s vision and ensure branch is efficiently and effectively managed.
  • Administer daily branch operations including approving transactions and account openings.
  • Train branch staff and coordinate ongoing training initiatives.
  • Ensure compliance and internal controls are met.
  • Manage branch technology access, setup, and troubleshooting.
  • Oversee sales support within the branch.

Skills

Meticulous attention to detail
Professional approach
Independent problem solving

Education

Canadian Investment Regulatory Exam (CIRE)

Job description

RBC Dominion Securities in Newmarket is seeking a Branch Operations Manager to lead the branch operations, support the management and advisor teams, and ensure compliant client activity. The role emphasizes coordinating training, overseeing branch facilities, and liaising with internal departments to execute strategic plans.

The successful candidate will manage daily admin tasks, support staff development, ensure adherence to controls, and handle branch technology needs while delivering

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