Apply on Kit Job: kitjob.ca/job/2g9hf8

Empower your career as a Team Lead dedicated to private wealth management. Drive team performance and champion client service while fostering collaboration and supporting recent hires in a thriving environment.

This leadership role focuses on enhancing team effectiveness through client engagement and comprehensive onboarding. You will manage a portfolio of client files while offering guidance, training, and ensuring operational excellence. Collaborate closely with management to refine processes, embrace best practices, and enhance team culture.

Key Responsibilities:



• Maintain a portfolio of client files to model best practices • Lead onboarding and training for new hires • Provide hands-on training on technology and processes • Offer ongoing support and guidance to team members • Champion process improvements and adoption of tools

Requirements: • 5+ years in financial planning or related fields • Experience in leadership, mentorship, or coaching • Proficient with relevant systems (e.g., Salesforce) • Completion of one industry designation (LLQP, CIM, CFP) • Eligibility to work in Canada

Drive success in financial planning while fostering collaboration and enhancing team culture as a key contributor! #J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2g9hf8

📌 Lead Private Wealth Associate Team (Toronto)
🏢 Nicola Wealth
📍 Toronto