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 Vernon, 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 Investment Regulatory Exam, CIRE
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, 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 which include competitive compensation and flexible benefits
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
Opportunities to do challenging work
Opportunities to building close relationships with clients The expected base salary range for this position is $38,000 - $60,000.
This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.
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
Critical Thinking,
Data Administration, Detail-Oriented, Groupware Administration, Insurance Policies, Insurance Regulatory Law, Office Tools, System Applications, Teamwork, Web-based Facilities and Tools
Additional Job Details
Address
2701 HWY 6:VERNON
City
Vernon
Country
Canada
Work hours/week
37.5
Employment Type
Full time
Platform
WEALTH MANAGEMENT
Job Type
Regular
Pay Type
Salaried
Posted Date
2026-08-11
Application Deadline
2026-09-05
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career chance at RBC. Qualified applicants may be contacted to review their resume in more detail.
📌 Team Operations Lead (Vernon)
🏢 RBC
📍 Vernon