Team Operations Lead

**Job Summary**

**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 White Rock, 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 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 can 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
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services

The expected base salary range for this particular position is $37,500 - $45,000 - depending on your experience, skills, and registration status, market conditions and business needs.

You have the **potential to earn considerably more through RBC’s robust discretionary bonus program** which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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**

Account Management, Communication, Customer Success, Decision Making, Group Problem Solving, Interpersonal Relationships, Leadership, Teamwork, Wealth Management

**Additional Job Details**

**Address**:
2626 CROYDON DR:SURREY

**City**:
SURREY

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-01-30

**Application Deadline**:
2025-02-22

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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