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Détails du poste
- Lieu de travail : Montreal (Hybride)
- Type de poste : Permanent à temps plein
- Salaire : 73 000$ - 75 000$ /an
- Horaire de travail : Horaire flexible
Investment Advisor Services Team Lead (Investments)
Drive the performance of a key financial services team: real-time management, KPI optimization, and SLA compliance within a major transformation environment. Strategic role with direct impact on advisor experience, Middle Office collaboration, and a dynamic hybrid workplace in downtown Montréal.
Ce que nous offrons
- Annual salary between 73K-75K.
- Permanent full-time position.
- Flexible schedule with 2 remote days per week.
- 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off at Christmas.
- Comprehensive group insurance, 50% employer-paid (medical, dental, health account, telemedicine, EAP).
- Employer contribution to a retirement savings plan (RRSP).
- 20% reimbursement on OPUS transit card (equivalent to 2 free months per year).
- Regular social activities focused on health, wellness, and community involvement.
- Professional development opportunities and internal career growth.
- Modern offices in the heart of downtown Montréal, easily accessible by public transit.
À propos du poste
Within a context of organizational transformation, this position is evolving from a transactional technical leadership role to a performance-driven, service-oriented leadership role. As transactional activities shift to the Middle Office, the incumbent will focus on frontline team performance and advisor experience.
Responsabilités
- Ensure accessibility targets are met and SLAs are respected.
- Manage real-time performance and adjust resources based on volumes.
- Analyze performance indicators (KPIs) and implement corrective actions.
- Provide coaching and feedback to maintain high quality standards.
- Support team engagement during periods of transition.
- Coordinate effectively with the Middle Office to ensure smooth handoffs.
- Act as escalation point for complex situations.
Ce qu’il vous faut pour réussir
- Relevant education in administration, finance, management, or related field.
- 3–5+ years of experience supporting advisors, financial operations, or in a high-volume service environment.
- Experience in team management, supervision, or coaching.
- Strong understanding of performance metrics and high-volume environments.
- Ability to manage escalated situations with professionalism.
- Excellent communication, organizational, and problem-solving skills.
- Bilingual in French and English to effectively support advisors and colleagues in both languages daily.
