Team Manager, Wealth Management Vancouver, BC

Salary: $92,000–$113,000 + 20% Bonus + RRSP (Hybrid)

The Chance

Our client, a leader in its field is seeking an experienced wealth management skilled to join their team in a hands-on leadership capacity. This is a newly created role and a true player-coach role, combining people leadership with active involvement in day-to-day client and advisor support. The successful candidate will lead and mentor a team of wealth associates while overseeing client onboarding and servicing, trading activities, operational matters, escalations and process improvements. This is an excellent prospect for someone who enjoys developing people while remaining close to clients and the business.

Key Responsibilities
Lead, coach and mentor a team of wealth associates
Oversee client escalations and ensure timely, effective resolution
Support advisors with client servicing and day-to-day operational requirements
Manage client and advisor onboarding, including complex transitions involving large numbers of accounts




Process trades in accordance with client instructions and investment strategies
Coordinate account openings and transfers with custodians
Identify opportunities to improve processes, productivity and the client experience
Liaise with Risk, Audit, Legal and Compliance
Support internal and external audit requirements

Qualifications
5–7 years of wealth management experience
University degree in Business, Commerce, Finance or a related field
CSC, CPH and WME
Proven experience managing teamsis a MUST
Excellent client service and relationship management skills
Strong knowledge of wealth management products, operations and procedures
A hands-on approach and willingness to roll up your sleeves when needed

Assets
CIRO Registered Representative (RR) registration
LLQP, CLUand/or CFP® designation

Compensation
Base Salary: $92,000–$113,000
Bonus: 20%
Retirement: RRSP
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📌 Team Manager, Wealth Management Vancouver
🏢 Dean Group
📍 Vancouver