Top Benefits
About the role
What is the opportunity? The RBC Dominion Securities Inc. (“RBC DS”) Branch located at Avenue and Bloor is looking for a licensed Team Operations Manager to join the Ascendant Wealth Partners (AWP) team. The Team Operations manager will assist in administering all aspects of the day to day operation of the Ascendant Wealth Partners team. This is an exciting and challenging role for one of the largest advisory teams in the country. The ability to learn and grow in this role is vast.
The Team Operations Manager fulfils a leadership role within Ascendant Wealth Partners by providing management and employee relations support to the Partners and Support Staff.
This role is Management and Human Resources related with additional book of business responsibilities and requires the ability to prioritize tasks, work under pressure of daily deadlines, and keep organized while working under frequent interruption. The Team Operations Manager will work closely with the Partners and Branch Management and reports directly to the Branch Operations Manager.
What will you do?
- Manage business and team management with input from the Partner(s)
- Manage operations and human resources needs of the team
- Manage all team operations with approvals by Partner(s) as needed/ team operations oversight
- Assist Partner(s) with all aspects of team HR management including performance reviews of Associates, Trading and Admin and Operations teams
- Training and development for support staff - You will be dealing with support staff on a daily basis. While indirectly supervising, you will also be providing leadership and coaching to all support staff,
- Host weekly Team Operations Meeting with Admin team & Associate Advisors and Associate Portfolio Managers
- Host Quarterly Business Development / Outstanding Opportunities meeting – Hosted by Partner(s) and Operations Manager
- Assist Partner(s) with Management of key business metrics
- Manage lower end client transitions to fee, asset consolidation or transition to home of best fit
- Client Experience Management and Service Plan coordinator for team
- Assist Partner(s) with managing team calendar, email and other scheduling priorities with clients or internal partners/contacts
- Review, update and ensure consistent execution of key team processes
Must-have
- Strong oral and written communication skills
- Strong organizational skills with ability to multitask , attention to detail
- Professionalism and ability to manage highly confidential information
- Management experience
- Human Resources experience
- Excellent people skills, ability to manage different personalities, mature/positive attitude
- Completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH)
Nice-to-have
- Proficiency in Excel and Outlook Mail/Calendar
- Post-secondary education
- Minimum 5-10 years’ experience in full-service brokerage industry
- WME
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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- 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
- A world-class training program in financial services
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? The RBC Dominion Securities Inc. (“RBC DS”) Branch located at Avenue and Bloor is looking for a licensed Team Operations Manager to join the Ascendant Wealth Partners (AWP) team. The Team Operations manager will assist in administering all aspects of the day to day operation of the Ascendant Wealth Partners team. This is an exciting and challenging role for one of the largest advisory teams in the country. The ability to learn and grow in this role is vast.
The Team Operations Manager fulfils a leadership role within Ascendant Wealth Partners by providing management and employee relations support to the Partners and Support Staff.
This role is Management and Human Resources related with additional book of business responsibilities and requires the ability to prioritize tasks, work under pressure of daily deadlines, and keep organized while working under frequent interruption. The Team Operations Manager will work closely with the Partners and Branch Management and reports directly to the Branch Operations Manager.
What will you do?
- Manage business and team management with input from the Partner(s)
- Manage operations and human resources needs of the team
- Manage all team operations with approvals by Partner(s) as needed/ team operations oversight
- Assist Partner(s) with all aspects of team HR management including performance reviews of Associates, Trading and Admin and Operations teams
- Training and development for support staff - You will be dealing with support staff on a daily basis. While indirectly supervising, you will also be providing leadership and coaching to all support staff,
- Host weekly Team Operations Meeting with Admin team & Associate Advisors and Associate Portfolio Managers
- Host Quarterly Business Development / Outstanding Opportunities meeting – Hosted by Partner(s) and Operations Manager
- Assist Partner(s) with Management of key business metrics
- Manage lower end client transitions to fee, asset consolidation or transition to home of best fit
- Client Experience Management and Service Plan coordinator for team
- Assist Partner(s) with managing team calendar, email and other scheduling priorities with clients or internal partners/contacts
- Review, update and ensure consistent execution of key team processes
Must-have
- Strong oral and written communication skills
- Strong organizational skills with ability to multitask , attention to detail
- Professionalism and ability to manage highly confidential information
- Management experience
- Human Resources experience
- Excellent people skills, ability to manage different personalities, mature/positive attitude
- Completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH)
Nice-to-have
- Proficiency in Excel and Outlook Mail/Calendar
- Post-secondary education
- Minimum 5-10 years’ experience in full-service brokerage industry
- WME
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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- 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
- A world-class training program in financial services
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.