Assistant Branch Operations Manager

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.