Lead wealth associates in Vancouver with hands-on expertise across client servicing, onboarding, trading, and operational support in a hybrid setting.

This Team Manager role combines people leadership with active wealth management involvement. You will mentor associates, support advisors, and oversee client service operations. The position also covers escalations, complex transitions, process improvements, and coordination with custodians and control functions.

Key Responsibilities:

- Lead, coach, and mentor wealth associates
- Oversee client escalations and resolution timelines
- Support advisors with servicing and operations
- Manage onboarding, account openings, and transfers
- Process trades and improve client experiences

Requirements:

- Five to seven years of wealth management experience
- University degree in business, commerce, finance, or related field
- CSC, CPH, and WME credentials
- Proven team management experience
- Robust client service and relationship management skills

Apply wealth management leadership, client service, and operational knowledge while supporting advisors, associates, and clients in Vancouver.

📌 Wealth Management Team Manager (Vancouver)
🏢 Dean Group
📍 Vancouver