Director, New Accounts & Documentation – Wealth Mgmt

RBC

Toronto

On-site

CAD 120,000 - 180,000

Full time

11 days ago

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

RBC is seeking a Director, New Accounts and Documentation in Toronto to set strategic direction for aligning service standards with firm-wide initiatives. You will serve as a senior liaison between Operations and business leadership, supporting internal and external customers across business lines while managing regulatory and organizational risks.

You will lead department managers to drive performance, oversee risk controls, implement process improvements, and act as a trusted advisor on

Qualifications

  • Operations experience with risk and control discipline.
  • 4-year degree from an accredited university is required.
  • 7+ years of securities or banking experience.
  • 7+ years demonstrated and sound managerial experience leading and managing large teams.
  • Fully proficient with MS Office (Word, Excel, PowerPoint, and Outlook).
  • Advanced problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes.

Responsibilities

  • Lead department managers to ensure performance meets company and industry standards for service, innovation, and professionalism.
  • Oversee complex, specialized department deliverables and processes to ensure quality standards, effective controls, risk mitigation, and regulatory compliance.
  • Monitor implementation of new processes and procedures to increase timeliness, reduce expenses, and improve service.
  • Serve as senior-level advisor for decision-making across all groups within scope.
  • Establish and maintain credible relationships with clients, internal business lines, and external vendors.
  • Monitor departmental risk, provide leadership on risk mitigation strategies, and ensure compliance with guidelines.
  • Manage department budget, financial forecasts, staffing models, and metric tracking.
  • Support career development and align with RBC goals.
  • Collaborate across teams to develop better solutions and foster enterprise thinking.
  • Accept and execute change while supporting employees through transitions.

Skills

Adaptability
Business Performance Management
Customer Service
Decision Making
Interpersonal Relationship Management
Operational Delivery
Process Improvements
Time Management

Education

4-year degree from an accredited university

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Job description

RBC is seeking a Director, New Accounts and Documentation in Toronto to set strategic direction for aligning service standards with firm-wide initiatives. You will serve as a senior liaison between Operations and business leadership, supporting internal and external customers across business lines while managing regulatory and organizational risks.

You will lead department managers to drive performance, oversee risk controls, implement process improvements, and act as a trusted advisor on

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Director, New Accounts and Documentation
Director, New Accounts and Documentation

RBC • Toronto

On-site
CAD 120,000 - 180,000
Wealth Ops Specialist - Account Onboarding & Documentation
Wealth Ops Specialist - Account Onboarding & Documentation

RBC Dominion Securities • Toronto

On-site
CAD 55,000 - 75,000
Total rewards program
Bonuses and flexible benefits
Stock where applicable
+1
Wealth Management Associate: Client Growth & Service
Wealth Management Associate: Client Growth & Service

RBC Dominion Securities • Newmarket

On-site
CAD 38,000 - 50,000
Total rewards program
Bonuses and flexible benefits
Stock incentives
+2
Wealth Management Associate — Client Services
Wealth Management Associate — Client Services

RBC Dominion Securities • Montreal (administrative region)

On-site
CAD 65,000 - 90,000
Wealth Management Administrative Specialist
Wealth Management Administrative Specialist

RBC Dominion Securities • Halifax

On-site
CAD 40,000 - 52,000
Regional Operations & Events Lead, Wealth Management
Regional Operations & Events Lead, Wealth Management

RBC • Markham

On-site
CAD 60,000 - 84,000
Total rewards program
Flexible benefits
Career development opportunities
+1
Market Risk & Actuarial Leader — Senior Director
Market Risk & Actuarial Leader — Senior Director

RBC • Toronto

On-site
CAD 180,000 - 260,000
Director, Real Estate Strategy & Initiatives
Director, Real Estate Strategy & Initiatives

Socket.dev • Toronto

On-site
CAD 150,000 - 230,000
Senior Manager, Internal Audit — Wealth Management (Canada)
Senior Manager, Internal Audit — Wealth Management (Canada)

RBC • Vancouver

On-site
CAD 120,000 - 180,000
Bonuses
Flexible benefits
Professional development opportunities
Wealth Management Admin Assistant – Client Services
Wealth Management Admin Assistant – Client Services

Kibbi Technologies Inc. • Halifax

On-site
CAD 42,000 - 52,000
Bonuses & flexible benefits
Stock options (where applicable)
World-class training program