18 Aug
|
Wellington-Altus Private Wealth
|
Saskatchewan
18 Aug
Wellington-Altus Private Wealth
Saskatchewan
Elevate your career as a Financial Team Manager at Wellington-Altus in Saskatoon. Lead a dedicated support team to achieve operational excellence and client satisfaction in a top-rated firm.
This pivotal role involves guiding team members while ensuring compliance with industry standards. You will oversee performance metrics and implement strategic improvements. Your leadership will be key in balancing operational tasks and fostering a high-quality client experience in financial services.
Key Responsibilities:
• Provide leadership and support for team Associates
• Oversee daily operations to meet service expectations
• Conduct audits of client documentation for accuracy
• Facilitate adherence to regulatory compliance procedures
• Participate in business development and improvement projects
Requirements:
• Business administration or finance diploma required
• Minimum 5 years in financial services roles
• 3+ years in leadership or managerial positions
• CIRO or CFP certification preferred
• Robust skills in MS Office applications
Shape the future of client service and advisory at Wellington-Altus as a Financial Team Manager.
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📌 Financial Team Manager Position (Saskatchewan)
🏢 Wellington-Altus Private Wealth
📍 Saskatchewan