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Wealth Management Team Leader
3 months ago
Position Overview
As a Wealth Management Team Leader, you will assume a pivotal advisory position for financial advisors within your area. This role will enable you to cultivate business relationships, enhance your entrepreneurial skills, and leverage your leadership capabilities.
Key Responsibilities
- Advocate for the organization's client service strategies and ensure adherence to best practices across the region.
- Identify and capitalize on growth opportunities by analyzing market data and understanding regional dynamics.
- Set ambitious targets for the growth of financial advisory services.
- Engage in diagnosing challenges and facilitating resolutions for complex issues.
- Oversee the recruitment, development, and performance evaluation of your advisory team.
- Lead meetings and training sessions to promote knowledge sharing and collaboration among team members.
- Create an environment that fosters engagement and professionalism among staff.
- Conduct regular one-on-one meetings with financial advisors to enhance their sales and customer service competencies.
Your Team
In this role, you will benefit from the stability of a large financial institution, an expansive territory with significant potential, and flexible working conditions, all while contributing positively to the community. You will manage a team of financial advisors across a diverse region.
Our training programs emphasize experiential learning, allowing you to excel in your profession. Tailored training materials are available to support your ongoing development. Collaborating with colleagues from various backgrounds will enrich your professional growth.
Qualifications
- A completed bachelor's degree in a relevant field with a minimum of 10 years of pertinent experience, or a master's degree with at least 8 years of relevant experience.
- Certification from the Institut québécois de planification financière (IQPF).
- Experience in managing investment portfolios with a focus on business development.
- Proven experience in team management.
- A collaborative mindset and strong team player.
Required Skills
- Client-focused approach
- Critical thinking and decision-making abilities
- Commitment to diversity and inclusion
- Emotional intelligence
- Learning agility
- Managerial courage
- Ability to mobilize and develop partnerships
- Problem-solving skills
- Resilience and risk management
- Strategic execution and stress management
Benefits
In addition to competitive compensation, you will have access to a comprehensive range of flexible benefits designed to support your well-being and that of your family. These include:
- Health and wellness programs with various options
- Flexible group insurance plans
- A generous pension scheme
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities for community involvement
- Telemedicine services
- Virtual health resources
We prioritize the well-being of our employees and actively seek their feedback to foster a positive workplace culture. Our commitment to inclusivity ensures that all employees have equal opportunities in a supportive environment.
