*Team Lead (Mutual Funds)

Play a key coordination and support role within a financial services team. Ideal profile: mutual fund expertise, team management experience, bilingualism, knowledge of registered products (RRSP, RRIF, etc.), and ability to thrive in a dynamic environment. Hybrid position based in Montréal.

• Annual salary between $73.000 and $78.000, based on experience.

• Permanent full-time position.

• Flexible schedule with 2 remote work days per week.

• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off during Christmas.

• Comprehensive group insurance (health, dental, health spending account, telemedicine, EAP), 50% employer-paid.

• Employer contributions to an RRSP program.

• 20% reimbursement of OPUS transit pass (equivalent to 2 free months per year).

• Regular social activities focused on health, well-being, and community engagement.

• Professional development opportunities and internal career progression.

• Modern offices located in downtown Montréal, easily accessible by public transit.

Operational coordination

• Plan and manage schedules, task rotations, and breaks to ensure optimal coverage.

• Monitor performance indicators (KPIs) and SLAs to identify gaps and recommend solutions.

• Distribute and adjust daily workload.

• Supervise and validate transaction quality in accordance with regulatory and internal standards.

Team support

• Respond to advisor inquiries (phone and email) through designated systems.

• Handle first-level escalations prior to involving the supervisor.

• Guide, support, and coach a junior team of 8 members on a daily basis.

• Participate in onboarding and ongoing training of employees.

Continuous improvement and projects

• Contribute to optimization initiatives: tools, automation, process updates.

• Participate in user acceptance testing (UAT) and policy reviews.

• Prepare and analyze control reports (SLA, compliance, volumes, errors).

Advisor support

• Deliver professional, personalized service to foster trusted relationships.

• Ensure proper follow-ups to resolve requests.

• Draft apology letters, indemnities (LOI), and directives (LOD).

• Process rejected transactions and required adjustments while considering financial impact.

• Relevant education or certification in the financial sector (e.g., Investment Funds Course, an asset).

• 4+ years of solid experience in mutual funds: savings plans, regulations, taxation, etc.

• Experience in team support or coordination, with a collaborative and leadership-oriented approach.

• Familiarity with registered and non-registered products (RRSP, RRIF, LIRA, LIF, etc.).

• Knowledge of platforms such as Univeris, Windfund, Aquila/R-Broker (an asset).

• Strong organizational skills and ability to manage multiple priorities.

• Excellent interpersonal skills and ability to engage a junior team.

• Bilingual in French and English to effectively support advisors and colleagues in both languages daily.

• Strong written and verbal communication skills.

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.

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