Team Operations Manager

RBC; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

Join a leading financial services team as a Team Operations Manager in Toronto. This role involves managing day-to-day operations, supporting HR functions, and providing leadership within a dynamic team. Ideal candidates will have management and HR experience, along with strong communication skills. Enjoy a comprehensive rewards program and opportunities for professional growth in a collaborative environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

World-class training program

Qualifications

• Management experience required.
• Human Resources experience essential.
• Minimum 5-10 years in full-service brokerage industry.

Responsibilities

• Manage operations and human resources needs of the team.
• Assist Partner(s) with HR management and performance reviews.
• Host weekly Team Operations Meetings.

Skills

Communication

Organizational Skills

Management

Human Resources

Customer Service

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Excel

Outlook Mail/Calendar

Job description

Job Summary

Job Description

What is the opportunity?
The RBC Dominion Securities Inc. (“RBC DS”) Branch located at Avenue and Bloor is looking for a licensed Team Operations Manager to join the Ascendant Wealth Partners (AWP) team. The Team Operations manager will assist in administering all aspects of the day to day operation of the Ascendant Wealth Partners team. This is an exciting and challenging role for one of the largest advisory teams in the country. The ability to learn and grow in this role is vast.

The Team Operations Manager fulfils a leadership role within Ascendant Wealth Partners by providing management and employee relations support to the Partners and Support Staff.

This role is Management and Human Resources related with additional book of business responsibilities and requires the ability to prioritize tasks, work under pressure of daily deadlines, and keep organized while working under frequent interruption. The Team Operations Manager will work closely with the Partners and Branch Management and reports directly to the Branch Operations Manager.

What will you do?

• Manage business and team management with input from the Partner(s)
• Manage operations and human resources needs of the team
• Manage all team operations with approvals by Partner(s) as needed/ team operations oversight
• Assist Partner(s) with all aspects of team HR management including performance reviews of Associates, Trading and Admin and Operations teams
• Training and development for support staff - You will be dealing with support staff on a daily basis. While indirectly supervising, you will also be providing leadership and coaching to all support staff,
• Host weekly Team Operations Meeting with Admin team & Associate Advisors and Associate Portfolio Managers
• Host Quarterly Business Development / Outstanding Opportunities meeting – Hosted by Partner(s) and Operations Manager
• Assist Partner(s) with Management of key business metrics
• Manage lower end client transitions to fee, asset consolidation or transition to home of best fit
• Client Experience Management and Service Plan coordinator for team
• Assist Partner(s) with managing team calendar, email and other scheduling priorities with clients or internal partners/contacts
• Review, update and ensure consistent execution of key team processes

Must-have

• Strong oral and written communication skills
• Strong organizational skills with ability to multitask , attention to detail
• Professionalism and ability to manage highly confidential information
• Management experience
• Human Resources experience
• Excellent people skills, ability to manage different personalities, mature/positive attitude
• Completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH)

Nice-to-have

• Proficiency in Excel and Outlook Mail/Calendar
• Post-secondary education
• Minimum 5-10 years’ experience in full-service brokerage industry
• WME

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
• A world-class training program in financial services

Job Skills

Conflict Management, Customer Service, Customer Service Administration, Customer Service Management, Interpersonal Relationship Management, Online Customer Support, Oral Communications, Problem Management, Service Request Management, Time Management

Additional Job Details

Address:

170 BLOOR 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:

2024-11-19

Application Deadline:

2025-07-05

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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