Elevate Wealthsimple’s Investment Representatives team as a Team Lead. This position emphasizes hands-on coaching, trade review management, and maintaining compliance in a supportive hybrid environment. As a Team Lead at Wealthsimple, you will manage and mentor a pod of Investment Representatives.

This role requires active participation in daily tasks, conducting coaching sessions, and ensuring high-quality trade execution. You’ll tackle challenging client situations and enhance team effectiveness by driving compliance and performance standards. Key Responsibilities:

- Oversee team operations and coaching initiatives
- Drive output goals and quality assurance for trades
- Address high-pressure trading situations efficiently
- Mentor current representatives through certification processes
- Partner with compliance and trading teams for process design

Requirements:

- Leadership or mentorship experience in finance
- Comprehensive understanding of trading and investment concepts
- Ability to detect and rectify compliance issues promptly
- Relevant regulatory licenses as necessary
- Proven ability to work collaboratively across departments

Make a difference in client experiences by leading as a Team Lead at Wealthsimple.

📌 Wealthsimple Team Lead for Investment Reps (Toronto)
🏢 Jaide Health
📍 Toronto