Team Operations Lead

RBC Dominion Securities is a leading wealth management firm seeking a Team Operations Lead to support a high-performing Private Investment Management team in Vernon, BC.

As a Team Operations Lead, you will provide exceptional support to the team, manage business and operations, and execute activities and client contact as per the portfolio manager's business plan.

Responsibilities:

• 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, and executed consistently, striving for efficiencies.
• Oversee regulatory or firm-led initiatives that require execution by the team.
• Lead the team's marketing and communication channels while following brand guidelines.
• Ensure team functions cohesively by managing the execution of each member's 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.

Requirements:

• 2-4 years of experience in the 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-haves:

• Knowledge of RBC Dominion Securities' systems and procedures and proficiency with firm technology.
• Management experience or Human Resources experience.

What's in it for you?

• A comprehensive Total Rewards Program, including 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 and build close relationships with clients.

The expected base salary range for this position is $38,000 - $60,000, with a discretionary/variable incentive payment up to 1.5x base salary.