Top Benefits
About the role
What is the opportunity?
In this role, you will be responsible for the accurate and timely processing of all unitholder activity and maintenance of unitholder records, on their team, in line with internal policies, client requirements and well as external regulatory requirements on behalf of various Investment and Insurance Companies that offer investments such as Mutual Funds, Pooled Funds and Segregated Funds.
You will be responsible for the overall team management; and ensure operational/administrative effectiveness and cost effectiveness through a focus on increasing quality and efficiency of staff in their day to day management of their team.
The role reports to the Associate Director Transaction Processing in Shareholder Services. Each Manager is responsible either for designated client groups or specific functions (such as Adjustments, Quality Control or Support) for which they are wholly accountable in terms of Services Level results.
What will you do?
Management of day-to-day operations, including client service
- Ensure the “First Time Right” Processing of unitholder activity and Quality Control for their team, and act as the main point of contact for escalated issues (research, recommend and implement solutions) related to processing for clients
- Subject matter expert for client specific processing issues / questions for internal contacts, such as Contact Centre, Client Management and Trust Accounting, and for clients
Leadership /People Management
- Ensure that client service (SLA) and transactional standards are met or exceeded for their team, and set performance standards and goals for the team based on department goals/ direction
- Responsible for all aspects of performance management for the team (PPA), and for coaching and developing employees in their current role
Operational Efficiency
- Responsible for operational effectiveness for their team. Continuously looks for opportunities to improve processes to help increase overall efficiency and reduce risk
- Ensure that staff follow standardized /documented procedures and client DOPs
Risk Management
- Ensure that staff adhere to all legal and regulatory requirements in the processes for their team
- Responsible for maintaining knowledge of regulatory requirements and industry best practice through on-going education and the development and maintenance of relationships/contacts in the Broker /Dealer network and with industry peers
What do you need to succeed?
Must haves:
- 7+ years of experience leading teams in a fast-paced, high stress environment in the financial services industry
- Solid Understanding of Mutual Fund and Segregated Fund taxation and compliance/regulation – including Registered Products
- Excellent interpersonal skills and networking abilities with clients and internal contacts
- Knowledge of risk Assessment & quantification methodologies
- Issues escalation and resolution skills, as well as time management skills
- Computer Literacy - Intermediate MS Office user
Nice-to-have:
- Completion of Mutual Funds Operations Course
- Experience in managing teams in a multi-client environment
- Proven track record in leading initiatives, managing cross-functional relationships
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.
- Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
- Opportunity to obtain hands-on experience throughout your role
- Working with an exciting, close-knit, supportive & dynamic group
- Opportunity to collaborate with other business segments within the bank
- Excellent career development and progression opportunities
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Operational Delivery, Process Improvements, Risk Management, Time Management, Treasury Management
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-11-27
Application Deadline:
2025-12-11
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
What is the opportunity?
In this role, you will be responsible for the accurate and timely processing of all unitholder activity and maintenance of unitholder records, on their team, in line with internal policies, client requirements and well as external regulatory requirements on behalf of various Investment and Insurance Companies that offer investments such as Mutual Funds, Pooled Funds and Segregated Funds.
You will be responsible for the overall team management; and ensure operational/administrative effectiveness and cost effectiveness through a focus on increasing quality and efficiency of staff in their day to day management of their team.
The role reports to the Associate Director Transaction Processing in Shareholder Services. Each Manager is responsible either for designated client groups or specific functions (such as Adjustments, Quality Control or Support) for which they are wholly accountable in terms of Services Level results.
What will you do?
Management of day-to-day operations, including client service
- Ensure the “First Time Right” Processing of unitholder activity and Quality Control for their team, and act as the main point of contact for escalated issues (research, recommend and implement solutions) related to processing for clients
- Subject matter expert for client specific processing issues / questions for internal contacts, such as Contact Centre, Client Management and Trust Accounting, and for clients
Leadership /People Management
- Ensure that client service (SLA) and transactional standards are met or exceeded for their team, and set performance standards and goals for the team based on department goals/ direction
- Responsible for all aspects of performance management for the team (PPA), and for coaching and developing employees in their current role
Operational Efficiency
- Responsible for operational effectiveness for their team. Continuously looks for opportunities to improve processes to help increase overall efficiency and reduce risk
- Ensure that staff follow standardized /documented procedures and client DOPs
Risk Management
- Ensure that staff adhere to all legal and regulatory requirements in the processes for their team
- Responsible for maintaining knowledge of regulatory requirements and industry best practice through on-going education and the development and maintenance of relationships/contacts in the Broker /Dealer network and with industry peers
What do you need to succeed?
Must haves:
- 7+ years of experience leading teams in a fast-paced, high stress environment in the financial services industry
- Solid Understanding of Mutual Fund and Segregated Fund taxation and compliance/regulation – including Registered Products
- Excellent interpersonal skills and networking abilities with clients and internal contacts
- Knowledge of risk Assessment & quantification methodologies
- Issues escalation and resolution skills, as well as time management skills
- Computer Literacy - Intermediate MS Office user
Nice-to-have:
- Completion of Mutual Funds Operations Course
- Experience in managing teams in a multi-client environment
- Proven track record in leading initiatives, managing cross-functional relationships
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.
- Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
- Opportunity to obtain hands-on experience throughout your role
- Working with an exciting, close-knit, supportive & dynamic group
- Opportunity to collaborate with other business segments within the bank
- Excellent career development and progression opportunities
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Operational Delivery, Process Improvements, Risk Management, Time Management, Treasury Management
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-11-27
Application Deadline:
2025-12-11
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.