Drive operational success in the Team Manager role at Wellington-Altus in Saskatoon. Engage in strategic leadership aimed at supporting a dynamic team in achieving business goals. You will report directly to Senior Investment Advisors, focusing on team development and performance management.

Your insights will be crucial in ensuring compliance, facilitating research, and implementing operational improvements that uplift client experience. Lead initiatives that align with organizational objectives for exceptional service. Key Responsibilities:

- Coach and mentor Associates to build a robust team
- Manage daily activities and maintain service quality
- Review client files for regulatory compliance
- Collaborate on strategic initiatives with Lead Advisors
- Oversee administrative functions and support process improvements Requirements:
- Degree or diploma in relevant fields needed
- 5-8 years of financial services experience
- 3+ years in a management capacity
- Experience with CIRO or CFP is advantageous
- Proficiency in Microsoft Office Lead exceptionally at Wellington-Altus, fostering a cohesive and efficient team environment.

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