Investment Solutions Team Lead

1 month ago


Montreal, Quebec, Canada National Bank Full time
Job Title: Team Manager Investment Solutions

As a Team Manager for Investment Solutions, you will be responsible for leading a team of approximately 13 employees who are committed to providing exceptional client service and ensuring a superior client experience for their investment needs.

You will be a passionate leader who will develop skills, negotiation, and retention practices, as well as collaborate with branches for each file. Your leadership, ability to initiate and manage change, collaboration, and influence will be key to your success.

Your Key Responsibilities:
  • Ensure the smooth running of daily operations by leading a team of remote employees in the call center.
  • Coach and mobilize high-performing teams to achieve exceptional results.
  • Demonstrate leadership in coaching, change management, and performance management.
  • Hire, develop, and manage the performance of your team members.
  • Work collaboratively 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 customer service and profitability.
About Our Team:

Our investment solutions team is comprised of approximately 100 expert employees who are dedicated to meeting the needs of our clients and processing investment requests through various communication channels. You will report to the Senior Director and act as a leader in your area of expertise.

We value everyone's passions and bold ideas. Whether it's helping our clients achieve their goals or our 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.

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.
Your Benefits:
  • Health and wellness program, including many options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.


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