At a Glance
- Tasks: Lead and mentor a team while actively supporting clients and advisors.
- Company: Join a leading wealth management firm with a hands-on leadership culture.
- Benefits: Competitive salary, 20% bonus, RRSP, and hybrid work model.
- Other info: Exciting opportunity for career growth in a dynamic environment.
- Why this job: Make a real impact by developing talent and enhancing client experiences.
- Qualifications: 5–7 years in wealth management and proven team management skills.
The predicted salary is between 92000 - 113000 $ per year.
A leader in its field is seeking an experienced wealth management professional to join their team in a hands-on leadership capacity. This is a newly created role and a true player-coach role, combining people leadership with active involvement in day-to-day client and advisor support. The successful candidate will lead and mentor a team of wealth associates while overseeing client onboarding and servicing, trading activities, operational matters, escalations and process improvements. This is an excellent opportunity for someone who enjoys developing people while remaining close to clients and the business.
Key Responsibilities
- Lead, coach and mentor a team of wealth associates
- Oversee client escalations and ensure timely, effective resolution
- Support advisors with client servicing and day-to-day operational requirements
- Manage client and advisor onboarding, including complex transitions involving large numbers of accounts
- Process trades in accordance with client instructions and investment strategies
- Coordinate account openings and transfers with custodians
- Identify opportunities to improve processes, productivity and the client experience
- Liaise with Risk, Audit, Legal and Compliance
- Support internal and external audit requirements
Qualifications
- 5–7 years of wealth management experience
- University degree in Business, Commerce, Finance or a related field
- CSC, CPH and WME
- Proven experience managing teams is a MUST
- Excellent client service and relationship management skills
- Strong knowledge of wealth management products, operations and procedures
- A hands-on approach and willingness to roll up your sleeves when needed
Assets
- CIRO Registered Representative (RR) registration
- LLQP, CLU and/or CFP® designation
Compensation
- Base Salary: $92,000–$113,000
- Bonus: 20%
- Retirement: RRSP
Team Manager, Wealth Management in Vancouver employer: Dean Group
Join a leading real estate company in Toronto that values its employees by offering a competitive salary, comprehensive benefits, and a supportive work culture. As an Executive Assistant to the Senior VP, you'll have the opportunity to thrive in a dynamic environment that encourages professional growth and development, while enjoying the perks of working in one of Canada's most vibrant cities.
