Manager Operations

0000055739 RBC Insurance Agency Ltd.; Acton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Service Coordinator to oversee a team supporting Wealth Management. Responsibilities include executing oversight activities, providing customer service support, and training team members. Ideal candidates should have a degree or equivalent experience, along with prior management experience. The role offers competitive compensation and opportunities for growth.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance

Opportunities for career progression

Qualifications

• Client-centric mindset, putting clients first.
• Financial/banking industry experience.
• Previous management experience preferred.

Responsibilities

• Execute daily oversight activities for complex processes.
• Provide customer service support for research and problem resolution.
• Train and act as a resource for Operation’s team members.

Skills

Active Learning

Adaptability

Customer Service

Decision Making

Interpersonal Relationship Management

Operational Delivery

Process Improvements

Time Management

Education

4-year degree from an accredited university

High school diploma with 3+ years experience

Job description

time left to apply End Date: August 15, 2025 (14 days left to apply)

job requisition id R-0000135617

Job Summary

Job Description

What is the opportunity?

The primary purpose for this position is to perform daily oversight activities of a team of Service Coordinators who support the Wealth Management lines of businesses. In addition, incumbent provides analysis, processing, and customer service support for manual, exception-based complex and/or highly specialized Operation’s processes.

What will you do?

• Execute daily department oversight activities for complex exception-based processes to validate system processes are executing as designed. Run and analyze reports as required to resolve exceptions ensuring adherence to all regulatory and firm policy requirements
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants. Address escalated questions independently; seeking assistance from Manager or Senior Manager as appropriate following established department procedures
• Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required
• Train and act as a resource for less experienced Operation’s team members
• Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify, and/or record data into technology supporting department processes
• Perform other duties and responsibilities as assigned

What do you need to succeed?

Must-have

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of securities, banking, technology and/or job specific industry experience
• Client-centric mind-set, putting clients first
• Financial/banking industry experience

Nice-to-have

• CSC, IFIC
• Ability to effectively train, lead and provide work direction to others
• Ability to handle multiple priorities in a fast paced and deadline driven environment
• Ability to understand and meet business daily support needs on an ongoing basis

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills

Active Learning, Adaptability, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

Job Summary

Job Description

What is the opportunity?

The primary purpose for this position is to perform daily oversight activities of a team of Service Coordinators who support the Wealth Management lines of businesses. In addition, incumbent provides analysis, processing, and customer service support for manual, exception-based complex and/or highly specialized Operation’s processes.

What will you do?

• Execute daily department oversight activities for complex exception-based processes to validate system processes are executing as designed. Run and analyze reports as required to resolve exceptions ensuring adherence to all regulatory and firm policy requirements
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants. Address escalated questions independently; seeking assistance from Manager or Senior Manager as appropriate following established department procedures
• Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required
• Train and act as a resource for less experienced Operation’s team members
• Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify, and/or record data into technology supporting department processes
• Perform other duties and responsibilities as assigned

What do you need to succeed?

Must-have

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of securities, banking, technology and/or job specific industry experience
• Previous management experience
• Client-centric mind-set, putting clients first
• Financial/banking industry experience

Nice-to-have

• CSC, IFIC
• Ability to effectively train, lead and provide work direction to others
• Ability to handle multiple priorities in a fast paced and deadline driven environment
• Ability to understand and meet business daily support needs on an ongoing basis

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills

Active Learning, Adaptability, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address:

180 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-30

Application Deadline:

2025-08-15

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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Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com .

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