Wealth Management Branch Operations Leader (Montreal)

Wealth Management Branch Operations Leader (Montreal)

01 Nov
|
RBC
|
Montreal

01 Nov

RBC

Montreal

Drive administrative control and client account operations for RBC Dominion Securities at Montréal's Place Ville Marie location. Bilingual service supports Canadian partners.

This Branch Operations Manager leads essential branch processes within RBC's wealth management platform. The position supports management and advisory teams through transaction approvals, documentation review, compliance controls, technology troubleshooting, and sales support. Training coordination is also central.

Key Responsibilities:

- Manage daily administrative operations throughout the branch
- Review and action sales support staff requests
- Verify documentation and approve incoming account openings
- Support branch technology setup, access, and troubleshooting
- Manage sales support and coordinate staff training initiatives

Requirements:

- Required bilingualism in English and French
- Canadian Investment Regulatory Exam certification
- Strong attention to detail and time management
- Skilled approach in all situations
- Independence when seeking answers and solutions

Bring operational leadership, account administration, compliance awareness, and bilingual communication to RBC Dominion Securities' Montréal branch.

📌 Wealth Management Branch Operations Leader (Montreal)
🏢 RBC
📍 Montreal

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