Team Leader, Investments – Eastern Canada
Core
Ensure investment team service levels to advisors and facilitate accurate, compliant, and timely processing of segregated fund trades.
Role type
Team Leader, Investments Operations
Builds
Segregated fund trades, GICs, and other investment products for independent insurance advisors
Domain
Canadian Financial Services / Insurance Investments
Deliverable
client delivery
Required skills
Supervision and mentoring, workflow monitoring, performance management, recruitment support, training and development, technical issue resolution, carrier relationship management, data accuracy, bilingualism (French/English)
Preferred skills
Industry designations (FLMI, ACS, AIAA), WealthServ system knowledge
Technologies
WealthServ, Microsoft Office (Outlook, Word, Excel, PowerPoint)
Responsibilities
Monitor workflow and ensure tasks are completed accurately and on time; manage attendance, vacation scheduling, and performance reviews; oversee recruitment of new staff; coordinate system upgrades and vendor support; process segregated funds and GICs; resolve client and carrier issues; establish new client accounts.
Seniority
Mid-Senior, hands-on IC with leadership duties