Investment Advisor Services Team Lead (Investments)
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Job Location:
Monthly Salary:
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Investment Advisor Services Team Lead (Investments)
Drive the performance of a key financial services team: real-time management KPI optimization and SLA compliance within a major transformation environment. Strategic role with direct impact on advisor experience Middle Office collaboration and a dynamic hybrid workplace in downtown Montréal.
What is in it for you:
Annual salary between 73K-75K.
Permanent full-time position.
Flexible schedule with 2 remote days per week.
3 weeks of vacation 5 sick days 1 personal day and 2 days off at Christmas.
Comprehensive group insurance 50% employer-paid (medical dental health account telemedicine EAP).
Employer contribution to a retirement savings plan (RRSP).
20% reimbursement on OPUS transit card (equivalent to 2 free months per year).
Regular social activities focused on health wellness and community involvement.
Professional development opportunities and internal career growth.
Modern offices in the heart of downtown Montréal easily accessible by public transit.
About the role:
Within a context of organizational transformation this position is evolving from a transactional technical leadership role to a performance-driven service-oriented leadership role. As transactional activities shift to the Middle Office the incumbent will focus on frontline team performance and advisor experience.
Responsibilities:
Ensure accessibility targets are met and SLAs are respected.
Manage real-time performance and adjust resources based on volumes.
Analyze performance indicators (KPIs) and implement corrective actions.
Provide coaching and feedback to maintain high quality standards.
Support team engagement during periods of transition.
Coordinate effectively with the Middle Office to ensure smooth handoffs.
Act as escalation point for complex situations.
What you need to succeed:
Relevant education in administration finance management or related field.
35 years of experience supporting advisors financial operations or in a high-volume service environment.
Experience in team management supervision or coaching.
Strong understanding of performance metrics and high-volume environments.
Ability to manage escalated situations with professionalism.
Excellent communication organizational and problem-solving skills.
Bilingual in French and English to effectively support advisors and colleagues in both languages daily.
Why Recruit Action
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
