Team Lead – Mutual Funds Advisors

Montreal - Canada

Monthly Salary: $ 70 - 75

Posted on: 23-10-2025

Vacancies: 1 Vacancy

Job Summary

Team Lead Mutual Funds / Advisors

Play a key coordination and support role within a financial services team. Ideal profile: mutual fund expertise team management experience bilingualism knowledge of registered products (RRSP RRIF etc.) and ability to thrive in a dynamic environment. Hybrid position based in Montréal.

What is in it for you:

Annual salary between $70.000 and $75.000 based on experience.

Permanent full-time position.

Flexible schedule with 2 remote work days per week.

3 weeks of vacation 5 sick days 1 personal day and 2 days off during Christmas.

Comprehensive group insurance (health dental health spending account telemedicine EAP) 50% employer-paid.

Employer contributions to an RRSP program.

20% reimbursement of OPUS transit pass (equivalent to 2 free months per year).

Regular social activities focused on health well-being and community engagement.

Professional development opportunities and internal career progression.

Modern offices located in downtown Montréal easily accessible by public transit.

Responsibilities:

Operational coordination

Plan and manage schedules task rotations and breaks to ensure optimal coverage.

Monitor performance indicators (KPIs) and SLAs to identify gaps and recommend solutions.

Distribute and adjust daily workload.

Supervise and validate transaction quality in accordance with regulatory and internal standards.

Team support

Respond to advisor inquiries (phone and email) through designated systems.

Handle first-level escalations prior to involving the supervisor.

Guide support and coach a junior team of 8 members on a daily basis.

Participate in onboarding and ongoing training of employees.

Continuous improvement and projects

Contribute to optimization initiatives: tools automation process updates.

Participate in user acceptance testing (UAT) and policy reviews.

Prepare and analyze control reports (SLA compliance volumes errors).

Advisor support

Deliver professional personalized service to foster trusted relationships.

Ensure proper follow-ups to resolve requests.

Draft apology letters indemnities (LOI) and directives (LOD).

Process rejected transactions and required adjustments while considering financial impact.

What you will need to succeed:

Relevant education or certification in the financial sector (e.g. Investment Funds Course an asset).

5 years of solid experience in mutual funds: savings plans regulations taxation etc.

Experience in team support or coordination with a collaborative and leadership-oriented approach.

Familiarity with registered and non-registered products (RRSP RRIF LIRA LIF etc.).

Knowledge of platforms such as Univeris Windfund Aquila/R-Broker (an asset).

Strong organizational skills and ability to manage multiple priorities.

Excellent interpersonal skills and ability to engage a junior team.

Bilingual in French and English to effectively support advisors and colleagues in both languages daily.

Strong written and verbal communication skills.

Why Recruit Action

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.

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Team Lead Mutual Funds / AdvisorsPlay a key coordination and support role within a financial services team. Ideal profile: mutual fund expertise team management experience bilingualism knowledge of registered products (RRSP RRIF etc.) and ability to thrive in a dynamic environment. Hybrid position ...