Lead and inspire a dedicated team at Wellington-Altus Private Wealth in Saskatoon. This role focuses on team management, compliance oversight, and operational support to drive success.
As a Team Manager reporting to Senior Investment Advisors, you'll develop and manage the support team while ensuring the delivery of high-quality services. Your expertise will guide strategic initiatives, enhance team performance, and maintain compliance with industry standards. You'll play an essential role in overseeing daily operations, client file accuracy, and the ongoing development of your team.
Key Responsibilities:
• Provide leadership and coaching to team members
• Oversee daily operations and performance metrics
• Conduct quality reviews and audits of client profiles




• Stay current on regulatory updates and compliance
• Lead special projects and strategic initiatives
Requirements:
• 5-8 years in financial services, expertise in client service
• 3+ years in a team leadership role
• Post-secondary education in business or finance
• CIRO registration or equivalent is an asset
• Commitment to ethical conduct and client service excellence
Bring your leadership skills, compliance knowledge, and analytical abilities to elevate performance at Wellington-Altus.
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📌 Team Manager in Financial Services (Saskatoon)
🏢 Wellington-Altus
📍 Saskatoon