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Accounting Operations Specialist - payables
PixMob
Montreal, QC
- Full-time
Reporting to the Finance Manager Director, the Accounts Payable Operations Specialist plays a key role in the daily management of the full accounts payable cycle. This person ensures…
Added 1 min ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
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NB
Senior Credit Analyst
National Bank of Canada
Toronto, ON
- Full-time
This position reports to the Senior Manager – Wealth Management, Credit Risk and is a hybrid with offices located in downtown Toronto and Montreal.
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NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 1 min ago
NB
Manager, Financing Solutions - Private Banking 1859
National Bank of Canada
Quebec, QC
- Full-time
A career as a Manager, Financing Solutions in the commercial Banking and private Banking 1859 team at National Bank means working closely with Senior private Bankers and several internal…
Added 1 min ago
NB
Residential Financing Specialist
National Bank of Canada
Bathurst, NB
- Full-time
part of a branch-based team, supported by a Residential Financing Manager who
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NB
Residential Financing Specialist
National Bank of Canada
Quebec, QC
- Temporary
part of a branch-based team, supported by a Residential Financing Manager who
Added 1 min ago
CO
Supervisor, Revenue Services
City of Whitehorse
Whitehorse, YT
- Full-time
Reporting to the Manager, Financial Services, the Supervisor, Revenue Services provides strategic leadership and operational oversight for the City of Whitehorse’s revenue functions,…
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NB
Manager, Financing Solutions
National Bank of Canada
Vancouver, BC
- Full-time
A career as Manager, financing solutions in the Commercial & Private Banking 1859 team means working closely with the commercial account managers and several other internal and external…
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CB
Financial Analyst
Cassels Brock & Blackwell LLP
Toronto, ON
- Full-time
Our Toronto office is currently recruiting for a Financial Analyst in our Accounting department, reporting to the Manager, Accounting, Analysis, and Reporting. This position is responsible…
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Financial Controller
Torus Talent
Vancouver, BC
- Full-time
We are interested in connecting with accomplished accounting professionals who have experience leading finance teams, managing financial reporting, strengthening internal controls, and…
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NB
Manager Administrative Support
National Bank of Canada
Vancouver, BC
- Full-time
A career as a Manager Administrative Support in the Commercial and Private Banking 1859 – Real Estate Financing sector of the National Bank means contributing to our transformation towards…
Added 1 min ago
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DIRECTOR OF SALES, RETAIL - CPG / Consumer Packaged Goods Food Company
Lock Search Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…(Consumer Packaged Goods) at the Senior National/Key Account Manager or Director level will be considered/contacted. Those with solid tenure and proven success at a National Account Manager…
Added 1 min ago
EB
Product Manager, Digital Banking (18 Month Contract)
EQ Bank
Toronto, ON
- Contract
…Banking and working alongside senior management, the Product Manager is responsible for devising strategies and leading projects to optimize customer service via Equitable Bank’s digital…
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Senior Accountant, Properties
WP Osborne Executive Search Inc.
Toronto, ON
- Full-time
Reporting to the Manager, Finance, the Senior Accountant is a key member of the Core Stewardship team, responsible for reviewing financial results submitted by third-party property managers…
Added 1 min ago
NB
Business Development Representative
National Bank of Canada
Toronto, ON
- Full-time
You will be based in Toronto and working in partnership with the Regional Sales Manager and a Sales Coordinator. Some travel may be required during certain instances (National Sales…
Added 1 min ago
CR
VP Controller
Clarity Recruitment
Newmarket, ON
- $190,000 to $200,000 CAD / year
- Full-time
Reporting to the President and leading an Accounting Manager, the VP Controller owns financial reporting, treasury, lender relationships and tax compliance across a multi-entity group.
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NB
Executive Assistant
National Bank of Canada
Montreal, QC
- Full-time
Have experience in administrative support or as an executive assistant supporting a manager or executive.
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NB
Senior Data Solutions Architect
National Bank of Canada
Montreal, QC
- Full-time
Within Wealth Management, you will be part of a large team of 30 colleagues and will report to the Senior Manager, Solution and Data Architecture. We aim to provide you with maximum…
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NB
Account Manager, Business Flex
National Bank of Canada
Châteauguay, QC
- Full-time
A career as an Account Manager at Business Flex means being part of a dynamic team of experts. It also means taking care of the entrepreneurial customers who contact Business Flex and the…
Added 1 min ago
NB
Senior Analyst Accounting
National Bank of Canada
Montreal, QC
- Full-time
Within the Finance sector, you are part of a team of 16 colleagues, and you’ll report to the Senior Manager, Regulatory Capital. Our team stands out for its expertise, collaboration and…
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NB
Senior Data Scientist
National Bank of Canada
Montreal, QC
- Full-time
Collaborate with Economists, Finance, and Capital teams to analyze results and contribute to the Bank’s financial projections.
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NB
Senior Analyst Accounting and Regulatory Capital
National Bank of Canada
Montreal, QC
- Full-time
Within the Finance sector, you are part of a team of 16 colleagues, and you’ll report to the Senior Manager, Regulatory Capital. Our team stands out for its expertise, collaboration and…
Added 1 min ago
NB
Manager, Financing Solutions - Private Banking 1859
National Bank of Canada
Montreal, QC
- Full-time
A career as a Manager, Financing Solutions in the commercial Banking and private Banking 1859 team at National Bank means working closely with Senior private Bankers and several internal…
Added 1 min ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…

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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