Wealth Management 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

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.