Team Operations Manager

Job Description

What is the opportunity?

The RBC Dominion Securities team located in downtown Toronto, ON is currently seeking a licensed Team Operations Manager to assist in administering all aspects of the day to day operation of a large advisor team. This is an exciting, challenging role in one of the largest Branches in the system. The ability to learn and grow in this role is vast.

The Team Operations Manager fulfils a leadership role within an advisor team by providing management and employee relations support to the Advisor 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 Advisor and Branch Management and reports directly to the Branch Operations Manager.

What will you do?

• Manage business and team management with input from the Advisor.
• Manage operations and human resources needs of the team.
• Manage all team operations with approvals by Advisor as needed/ team operations oversight.
• Assist Advisor with all aspects of team HR management responsibility 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.
• Along with Advisors, co-Host quarterly business development / outstanding opportunities meeting.
• Assist Advisor with managing team expenses, BDA and operational needs.
• Assist Advisor with Management of key business metrics.
• Assist with opportunity tracking and reporting for team.
• Manage lower end client transitions to fee, asset consolidation or transition to home of best fit.
• Lead marketing and branding for team.
• Act as Client Experience Management and Service Plan coordinator for team.
• Special projects, as may be required by advisory team.
• Team and other business compliance.
• Assist Advisors with calendar management, email and other scheduling priorities.
• Manage Information and Technology Strategy and implementation for team.
• Review, track, and ensure consistent execution of key team processes. Update processes as needed to ensure efficiency.

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
• Canadian Investment Regulatory Exam, CIRE
• Excellent people skills, ability to manage different personalities, mature/positive attitude

Nice-to-have

• Proficiency in Excel and Outlook Mail/Calendar
• Post-secondary education
• Minimum 5-10 years’ experience in full-service brokerage industry
• Management experience
• Human Resources experience

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

Job Skills

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