Job Summary

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 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 teamManage Portfolio Manager and team calendar of events, client meetings, holiday coverage, and team meetings/planning sessionsEnsure all key team processes are reviewed, updated, remain consistent in execution, and strive for efficiencies with team processesOversight of regulatory or firm-led initiatives that require execution by the teamLead team’s marketing and communication channels while following brand guidelines: websites, LinkedIn, Facebook, brochures, newslettersEnsure team functions cohesively by managing the execution of each members’ roles and responsibilitiesEnsure team members are exceptionally trained through continuous leadership and keeping up to date with available training and development programs offered by the firmSupport 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 industryCanadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)High quality time management and organization skillsExceptional verbal and written communication skills

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures and proficiency with firm technologyManagement 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 applicableLeaders who support your development through coaching and managing opportunitiesAn opportunity to make a difference and have a lasting impact on the lives of othersWork in a dynamic, collaborative, progressive, and high-performing teamThe chance to work in a dynamic, collaborative, progressive, and high-performing teamA 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 cultureEnables collective achievement of our strategic goalsGenerates 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

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 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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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.