Investment Advisor Services Team Lead (Investments)
Drive the performance of a key financial services team: real-time management, KPI optimization, and SLA compliance within a major transformation environment. Strategic role with direct impact on advisor experience, Middle Office collaboration, and a dynamic hybrid workplace in downtown Montréal.
What is in it for you:
• Annual salary between 70K-80K.
• Permanent full-time position.
• Flexible schedule with 2 remote days per week.
• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off at Christmas.
• Comprehensive group insurance, 50% employer-paid (medical, dental, health account, telemedicine, EAP).
• Employer contribution to a retirement savings plan (RRSP).
• 20% reimbursement on OPUS transit card (equivalent to 2 free months per year).
• Regular social activities focused on health, wellness, and community involvement.
• Professional development opportunities and internal career growth.
• Modern offices in the heart of downtown Montréal, easily accessible by public transit.
About the role:
Within a context of organizational transformation, this position is evolving from a transactional technical leadership role to a performance-driven, service-oriented leadership role. As transactional activities shift to the Middle Office, the incumbent will focus on frontline team performance and advisor experience.
Responsibilities:
• Ensure accessibility targets are met and SLAs are respected.
• Manage real-time performance and adjust resources based on volumes.
• Analyze performance indicators (KPIs) and implement corrective actions.
• Provide coaching and feedback to maintain high quality standards.
• Support team engagement during periods of transition.
• Coordinate effectively with the Middle Office to ensure smooth handoffs.
• Act as escalation point for complex situations.
What you need to succeed:
• Relevant education in administration, finance, management, or related field.
• 3–5+ years of experience supporting advisors, financial operations, or in a high-volume service environment.
• Experience in team management, supervision, or coaching.
• Strong understanding of performance metrics and high-volume environments.
• Ability to manage escalated situations with professionalism.
• Excellent communication, organizational, and problem-solving skills.
• Bilingual in French and English to effectively support advisors and colleagues in both languages daily.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
*Investment Advisor Services Team Lead (Investments) • Laval, Qc
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