Manager, Operations - New Accounts & Documentation

Location: MISSISSAUGA, Ontario, Canada

What is the opportunity?

Reporting to the Senior Manager, New Accounts and Documentation, this role supervises and leads a team that handles time-sensitive requests. You will lead a team responsible for the timely and accurate processing of documentation for new accounts for RBC Direct Investing and InvestEase clients. You will engage with key stakeholders to ensure requests are processed effectively and efficiently.

You will also support escalated, complex customer service situations, oversee processes, support new initiative and process implementation, and maintain accurate department procedures and reference materials.

What will you do?

Manage and supervise day-to-day staff activities, ensuring items are processed on time and with a high level of accuracy

Communicate regularly with management and other relevant parties to keep them informed

Liaise with internal and external stakeholders to provide customer service support, resolve problems, and obtain information from other operations departments, RBC business units, and external clients

Lead change by supporting employees through transitions and keeping them focused on business priorities

Mitigate operational and transactional risk by overseeing new accounts processes to ensure adherence to department procedures and regulatory requirements

Reduce risk, improve efficiency, and enhance client service by recommending process and system changes

Contribute to business requirement development, UAT testing, end-user training, and implementation support for system enhancements and new firm initiatives

What do you need to succeed?

Must haves

• Post-secondary education, preferably in business management
• A minimum of two years of people and change management experience, including conflict resolution, capacity planning, and coaching
• Solid working knowledge of operations processes and procedures, with a strong desire to learn
• Excellent problem-solving, written, and verbal communication skills, with the resourcefulness to complete tasks as required
• The ability to work effectively with senior management and business stakeholders

Nice-to-have

Advanced problem identification, analytical, and resolution skills to support escalated issues and oversight of complex, exception-based processes

Experience in Wealth Management Operations or Direct Investing

Knowledge of applications used in Wealth Management Operations

Current, valid CIRO Supervisor Certification (Investment Dealer Supervisors Course or CIRO Supervisor Exam)

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.

Flexible work/life balance options.

Opportunities to do challenging work.

Opportunities to take on progressively greater accountabilities.

Access to a variety of job opportunities across business.

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

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City

Mississauga

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-11-05

Application Deadline

2026-11-19

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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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.