Team Operations Lead
RBC — VERNON, British Columbia, Canada
Posted 2026-08-11
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 r