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Investment Solutions Team Lead
1 month ago
About the Role:
As a Team Lead in Investment Solutions, you will be responsible for mobilizing a team of approximately 13 employees who are committed to responding effectively to our clients while ensuring a superior client experience for their investment needs. You will be a passionate leader who develops skills, negotiation, good retention practices, and complicity with the branches for each file.
Key Responsibilities:
Ensure the smooth running of daily operations by being a leader in the call center with your remote employees.
Coach and mobilize high-performing teams.
Demonstrate leadership in terms of coaching, change management, and performance management.
Hire, develop, and manage the performance of your team members.
Work in complicity with business partners in the sector.
Bring the Guiding Principles of Retention to Life.
Carry out various mandates, analyses, and special projects that have a significant impact on the quality of customer service and profitability.
About the Team:
You will join the investment solutions team, made up of about a hundred expert employees, whose mission is to meet the needs of our clients and process investment requests sent through the various communication channels. You will report to the Senior Director and act as a leader in your area of expertise.
Our Culture:
Our team values everyone's passions and bold ideas. Whether it's helping our clients achieve their goals or your colleagues achieve what they love in life, we're united. We know that we can count on our colleagues to share knowledge and help each other.
What We Offer:
We aim to offer you maximum flexibility in your work to promote your quality of life. This includes hybrid working in the office and remotely, flexible working time to balance work and personal life, and flexible time off at times that matter.
Requirements:
Industry-related bachelor's degree and 6 years of relevant experience or industry-related master's degree and 4 years of relevant experience.
Experience in personnel management.
Coaching experience.
Being a mutual fund representative.
Have completed the Compliance Officer course or complete it within 6 months of being hired.
Experience in business development.
Languages: English, French
