Team Operations Lead

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 Calgary 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 managers 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 teams 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

Whats 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 will ultimately 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
• The chance to work in a dynamic collaborative progressive and high-performing team
• A world-class training program in financial services

Job Skills

Additional Job Details

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.