Apply on Kit Job: kitjob.ca/job/2frxtp
Elevate your career as a Team Leader in Investments, driving exceptional service for independent advisors. Enjoy the flexibility of a hybrid work model while leading a high-performance investment team.
In this leadership role, you will supervise and mentor investment staff, ensuring timely and accurate processing of segregated funds. Key responsibilities include monitoring workflow, overseeing recruitment, and implementing training initiatives. Your impactful leadership will foster collaboration and support team objectives while handling day-to-day operations alongside your team.
Key Responsibilities:
• Supervise Investments Team to ensure service levels
• Mentor staff and conduct performance reviews
• Manage weekly metrics for Operations leadership
• Oversee recruitment and training initiatives
• Facilitate processing of segregated funds and GICs
Requirements:
• 5-7 years’ experience in the investment industry
• Previous leadership or mentoring experience required
• Expert organizational and time management skills
• Bilingual in French and English is essential
• Knowledge of WealthServ and Microsoft Office suite
Lead and inspire a dedicated team while mastering investment operations in a rewarding and supportive workplace.
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Apply on Kit Job: kitjob.ca/job/2frxtp
📌 Dynamic Team Leader in Investments with Hybrid Work Flexibility (Toronto)
🏢 Iaawg
📍 Toronto