Team Operations Lead

RBC; Calgary; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading wealth management firm in Calgary seeks a Team Operations Lead to provide exceptional support to a high-performing Private Investment Management team. The role involves managing operations, client interactions, and team processes to enhance client experience and ensure efficiency. Join a collaborative environment dedicated to achieving financial goals for clients.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Opportunities for development and coaching

Qualifications

• 2-4 years experience in full-service brokerage or related service industry.
• High quality time management and organization skills.
• Exceptional verbal and written communication skills.

Responsibilities

• Assist with Client Experience Management and Service Plan execution.
• Manage Portfolio Manager and team calendar of events.
• Ensure all key team processes are reviewed and updated.

Skills

Critical Thinking

Data Administration

Detail-Oriented

Teamwork

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Calgary is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as a Team Operations Lead.

By providing exceptional support to a high performing Private Investment Management team, you will help manage business and operations within the team. You will play a key role in executing activities and client contact as per the portfolio manager’s business plan, client service plan, and review schedule.

What will you do?

• Assist with Client Experience Management and Service Plan execution for the team
• Manage Portfolio Manager and team calendar of events, client meetings, holiday coverage, and team meetings/planning sessions
• Ensure all key team processes are reviewed, updated, remain consistent in execution, and strive for efficiencies with team processes
• Oversight of regulatory or firm-led initiatives that require execution by the team
• Lead team’s marketing and communication channels while following brand guidelines: websites, LinkedIn, Facebook, brochures, newsletters
• Ensure team functions cohesively by managing the execution of each members’ roles and responsibilities
• Ensure team members are exceptionally trained through continuous leadership and keeping up to date with available training and development programs offered by the firm
• Support the team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

• 2-4 years experience in full-service brokerage industry or related service industry
• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• High quality time management and organization skills
• Exceptional verbal and written communication skills

Nice-to-have

• Knowledge of RBC Dominion Securities’ systems and procedures and proficiency with firm technology
• Management experience or Human Resources experiences an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Critical Thinking, Data Administration, Detail-Oriented, Groupware Administration, Insurance Policies, Insurance Regulatory Law, Office Tools, System Applications, Teamwork, Web-based Facilities and Tools

Additional Job Details

Address:

333 7 AVE SW:CALGARY

City:

CALGARY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-12

Application Deadline:

2025-05-31

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.

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