Join Wellington-Altus as a Team Manager, guiding and developing a high-performing support team in Saskatoon. Lead operations, compliance, and strategic initiatives while enhancing client service delivery.

In this managerial role, you will report to Senior Investment Advisors, focusing on team leadership and operational efficiency. Oversee daily projects, monitor performance against KPIs, and foster a cooperative environment to drive results.

Your expertise will help ensure compliance with regulatory standards while supporting the advisory team’s objectives.

Key Responsibilities:

- Lead and coach Associates to optimize team performance
- Monitor daily operations and ensure service standards
- Conduct quality audits of client profiles and documentation
- Support implementation of strategic initiatives from Lead Advisors
- Act as a resource for client service processes

Requirements:

- Degree in business, finance, or related field
- 5-8 years in financial services environment
- 3+ years in team leadership roles
- CIRO registration or CFP designation is an asset
- Proficient in MS Office suite

Be an influential leader at Wellington-Altus, driving team effectiveness and client satisfaction.

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📌 Team Manager at Wellington-Altus (Saskatoon)
🏢 Wellington-Altus Private Wealth
📍 Saskatoon