Team Leader, Investments – Western Canada
Core
Supervise and mentor an investment team to ensure accurate, compliant, and timely processing of segregated fund trades and other investment products for independent insurance advisors.
Role type
Team Leader, Investments Operations
Builds
Segregated fund trades, GICs, and other investment products for Canadian insurance carriers
Domain
Canadian Insurance & Wealth Management
Deliverable
client delivery
Required skills
Investment industry supervision, workflow monitoring, performance review management, recruitment support, staff training and development, technical issue resolution, carrier relationship management, data quality assurance, system upgrade coordination, process optimization
Preferred skills
Industry designations (FLMI, ACS, AIAA), bilingualism (French/English), WealthServ system knowledge
Technologies
WealthServ, Microsoft Office (Outlook, Word, Excel, PowerPoint)
Responsibilities
Monitor workflow and ensure tasks are completed accurately and on time; Conduct performance reviews and manage attendance/vacation scheduling; Provide coaching and mentorship to team members; Partner with management to oversee recruitment of new staff; Coordinate system upgrades and vendor support; Facilitate processing of investment products and track pending transfers; Resolve issues and complaints regarding investments; Establish new client accounts in the WealthServ system.
Seniority
Mid-Senior, hands-on IC with leadership duties