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RBC

Team Operations Lead

Vernon, BC, Canada

The expected base salary range for this position is $38,000 - $60,000. · Full-time

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Job details

Pay: The expected base salary range for this position is $38,000 - $60,000.
Job type: Full-time
Apply by: Nov 24, 2026
Experience: 2-4 years experience in full-service brokerage industry or related service industry
Posting language: English
Posted: Nov 3, 2026

Original job description

Job Description

What is the opportunity?

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.

What will you do?

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, remain consistent in execution, and strive for efficiencies with team processes.
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.

What do you need to succeed?

Must-have

2-4 years experience in 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-have

Knowledge of RBC Dominion Securities’ systems and procedures and proficiency with firm technology
Management experience or Human Resources experiences an asset

What’s in it for you?

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 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
Opportunities to building close relationships with clients

The expected base salary range for this position is $38,000 - $60,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Critical Thinking, Data Administration, Detail-Oriented, Groupware Administration, Insurance Policies, Insurance Regulatory Law, Office Tools, System Applications, Teamwork, Web-based Facilities and Tools

Additional Job Details

Address:

2701 HWY 6:VERNON

City:

Vernon

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-11

Application Deadline:

2026-11-24

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. 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.

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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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More about this job

Responsibilities

The Team Operations Lead will manage business and operations for a Private Investment Management team, including client service plan execution and team calendar management. They will also oversee regulatory initiatives, lead marketing communications, and ensure team members are properly trained.

Requirements

Candidates must have 2-4 years of experience in the full-service brokerage or related service industry and possess the Canadian Investment Regulatory Exam (CIRE) certification. Strong organizational, communication, and time management skills are essential for this role.

Skills

Critical thinking
Data administration
Detail-oriented
Groupware administration
Insurance policies
Insurance regulatory law
Office tools
System applications
Teamwork
Web-based facilities and tools
Time management
Communication skills
Leadership
Marketing
Client service

Benefits

Competitive compensation
Flexible benefits
Coaching and development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Investment management
Wealth management
Full-service brokerage
CIRE
Canadian Investment Regulatory Exam
Portfolio management
Client experience management
Regulatory compliance
Marketing
Communication
Leadership
Team operations
Business planning
Audit
RBC Dominion Securities
Financial services
Operations management
Client service
Training
Development

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