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RBC Dominion Securities

Assistant Branch Operations Manager

Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 19, 2026
Posting language: English
Posted: Oct 20, 2026

Original job description

Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, dedicated to earning the right to be clients’ first choice for wealth management services. The firm supports advisors with best-in-class tools, resources, and technology to help them deliver high-quality financial planning and investment advice. For more than a century, RBC Dominion Securities has served individuals, families, businesses, charitable foundations, and organizations with trusted, comprehensive wealth management solutions. The organization is committed to ongoing investment in its people and platforms, enabling advisors and teams to grow their business and provide exceptional client service. Additional information about the firm and its legal terms of use is available on rbc.com.
Role Description The Assistant Branch Operations Manager is a full-time, on-site role based in Montreal, QC, supporting the efficient and compliant day-to-day operations of the branch. This role works closely with the Branch Operations Manager, advisors, and support staff to ensure accurate processing of client transactions, account documentation, and operational workflows. Responsibilities include overseeing administrative procedures, monitoring adherence to policies and regulatory requirements, coordinating branch audits, and helping maintain strong risk and control practices. The role also assists with staff onboarding and training, resolving operational issues, liaising with head office and custodians, and contributing to process improvements that enhance client service and operational efficiency.
Qualifications

Strong knowledge of branch operations, securities administration, and wealth management processes.
Experience with compliance, risk management, and regulatory requirements in the investment or financial services industry.
Proficiency with office and financial systems (e.g., CRM platforms, portfolio management tools, Microsoft Office).
Excellent organizational, time management, and multitasking skills, with attention to detail and accuracy.
Effective communication and interpersonal skills, with the ability to collaborate with advisors, staff, and clients.
Demonstrated problem-solving skills and sound judgment in handling complex operational issues.
Previous experience in a branch operations, supervisory, or leadership capacity within financial services is an asset.
Post-secondary education in finance, business, or a related field; relevant industry courses or designations (e.g., CSC, IFIC) are an asset.
Ability to work on-site in Montreal, QC and support a client-focused, inclusive, and high-integrity team culture.

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More about this job

Responsibilities

Support the Branch Operations Manager in managing daily branch operations, including transaction processing, account documentation, administrative workflows, compliance monitoring, and audit coordination. Help onboard and train staff, resolve operational issues, liaise with head office and custodians, and improve processes to strengthen risk controls and client service.

Requirements

Requires strong knowledge of branch operations, securities administration, and wealth management, along with experience in compliance, risk management, and financial services regulations. A post-secondary education in finance, business, or a related field is sought; relevant courses or designations such as CSC or IFIC are assets, as is prior branch operations or supervisory experience.

Skills

Branch Operations
Securities Administration
Wealth Management
Compliance
Risk Management
Regulatory Requirements
Transaction Processing
Account Documentation
Audit Coordination
Staff Onboarding
Staff Training
Problem-Solving
Communication
Organization
Time Management
Process Improvement

Visa sponsorship

Not detected in the job text

Keywords

Branch Operations
Securities Administration
Wealth Management
Compliance
Risk Management
Regulatory Requirements
Client Transactions
Account Documentation
Operational Workflows
Branch Audits
Risk Controls
Staff Onboarding
Staff Training
Head Office Liaison
Custodians
Process Improvement
Client Service
CRM Platforms
Portfolio Management Tools
Microsoft Office
CSC
IFIC
Financial Services
Investment Management

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