Team Operations Lead

RBC; Vernon; On-site; CAD 38,000 - 60,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching & development

Client relationships

Dynamic team

Job summary

RBC Dominion Securities in Vernon, BC is seeking a resourceful Team Operations Lead to support a high-performing Private Investment Management team. You will manage calendars, coordinate client meetings, and ensure processes are consistently executed while driving efficiency and training across the group.

We offer a comprehensive Total Rewards Program, coaching, and opportunities to build strong client relationships in a collaborative, growth-focused environment.

Qualifications

• 2–4 years experience in full-service brokerage or related service industry.
• Canadian Investment Regulatory Exam (CIRE) required.
• High quality time management and organization skills.
• Exceptional verbal and written communication skills.

Responsibilities

• 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.

Skills

Time management

Communication

Team coordination

Education

Canadian Investment Regulatory Exam (CIRE)

Tools

Firm technology

Job description

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 Vernon, BC 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 Investment Regulatory Exam, CIRE
• 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, 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 which include competitive compensation and flexible benefits
• 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
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

The expected base salary range for this position is $38,000 - $60,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

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:

2701 HWY 6:VERNON

City:

Vernon

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.