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. 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. 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.
Canadian Investment Regulatory
Exam, CIRE ~ High quality time management and organization skills ~ Management experience or Human Resources experiences an asset 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 adaptable benefits Leaders who support your development through coaching and managing opportunities Opportunities to building close relationships with clients Drives RBC's high-performance culture Critical Thinking, Data Administration, Detail-Oriented, Groupware Administration, Insurance Policies, Insurance Regulatory Law, Office Tools, System Applications, Teamwork, Web-based Facilities and Tools Full time WEALTH MANAGEMENT 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.
📌 Team Operations Lead (Vernon)
🏢 RBC
📍 Vernon