Talent.com
Recrute Action
*Investment Advisor Services Team Lead (Investments)Recrute Action • Montréal, QC, ca
*Investment Advisor Services Team Lead (Investments)

*Investment Advisor Services Team Lead (Investments)

Recrute Action • Montréal, QC, ca
30+ days ago
Salary
CA$70,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description
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.

Create a job alert for this search

*Investment Advisor Services Team Lead (Investments) • Montréal, QC, ca

Similar jobs

946 EN - Principal Advisor, Segment & Product Analytics

Export Development Canada | Exportation et développement Canadamontreal (administrative region), qc, Canada
Permanent

Join the EDC Team! At EDC, we support Canadian businesses to succeed globally.We provide the financial tools and expertise they need to explore new markets, reduce risks, and make Canada and the wo... Show more

 • Promoted

Associate Investment Advisor

Groom & Associés / AssociatesDorval, Quebec, Canada
Full-time

Titre: Associé Conseiller en Investissement.Grande opportunité de rejoindre l'une des équipes d'investissement à la croissance la plus rapide au Canada ! Opportunité d'acquérir un portefeuille d'af... Show more

 • Promoted

Team Lead in Mortgage Underwriting

First National FinancialMontreal
Full-time

Lead a dynamic team in Montreal with First National as the Team Lead for Third Party Residential Underwriting.Drive mortgage application assessments while fostering relationships with brokers and p... Show more

 • Promoted

Investment Advisor Assistant (Evergreen)

Raymond James Ltd.Montreal, Montreal (administrative region), CA
Full-time

Job Description - Investment Advisor Assistant (Evergreen) (2403516).Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking custo... Show more

 • Promoted

Remote Senior Zero Trust Advisory Lead

Palo Alto NetworksMontreal (administrative region), QC, CA
Remote
Full-time

A leading cybersecurity firm based in Toronto seeks a Principal Consultant to lead Zero Trust engagements and provide high-level advisory service.The ideal candidate will possess over 6 years of cy... Show more

 • Promoted

Expediting Team Lead - Industrial

PomerleauMontreal
Full-time

Ready to build your career? We want to hear from you.The Expediting Team Lead leads strategic and high-impact expediting files that are critical to industrial project schedules.They act as a functi... Show more

 • Promoted

BMO Financial Group Investment Advisor

Bank of MontrealMontreal
Full-time

Join BMO Financial Group as an Investment Advisor focused on the Asian community in South Shore, Montreal.This role emphasizes relationship development and personalized investment management.The In... Show more

 • Promoted

Canada Alternatives Investment Leader

MercerMontreal (administrative region), QC, CA
Full-time

We are seeking a talented individual to join our Alternatives team at Mercer.This role will be based in one of our Canada offices, with a preference for Toronto or Montreal.This is a hybrid role th... Show more

 • Promoted

Team Leader, FinOps

CroesusLaval
Full-time

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces ... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMontreal (administrative region), QC, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Advisor, Investment and Financing

DesjardinsLanaudiere
Full-time

The work mode arrangement for the position is full-time on site.Many opportunities are currently available in the Lanaudière area.As an advisor, investment and financing, you will be attentive to w... Show more

 • Promoted

Investment Associate at Leading Firm in Montreal

Scotia Wealth ManagementMontreal
Full-time

Enhance client relationships as an Investment Associate in Montreal, Quebec.Collaborate with advisors to innovate client service and enrich business development initiatives.In this impactful role, ... Show more

 • Promoted

Lead Trading Infrastructure Support Team

Squarepoint CapitalMontreal (administrative region), QC, CA
Full-time

Join Squarepoint as the Lead for our Trading Infrastructure Support team, ensuring high availability of our crucial systems.This role collaborates globally across APAC, EMEA, and AMER regions.As a ... Show more

 • Promoted

SENIOR BUSINESS ADVISOR – TECHNOLOGY – BDC ADVISORY SERVICES – Quebec City & Montreal

VctavernMontreal
Full-time

No Other Bank Is Doing What We Do.At BDC, we help Canada and its entrepreneurs create a prosperous, inclusive and green economy.Our mission is to help Canadian businesses thrive by providing financ... Show more

 • Promoted

Investment Advisor

MercorMontreal (administrative region), QC, CA
Part-time

This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more

 • Promoted

Alto Senior Advisor, Stakeholder Relations

AltoMontreal (administrative region), QC, CA
Full-time

Take on a pivotal role as the Senior Advisor of Stakeholder Relations at Alto, contributing to the transformative high-speed train project between Quebec City and Toronto.This position focuses on m... Show more

 • Promoted

Fisher Investments Private Client Adviser Role

Fisher InvestmentsMontreal (administrative region), QC, CA
Full-time

Join Fisher Investments Canada as a Private Client Adviser, a remote sales-focused role dedicated to high-net-worth clients.Utilize your skills to make a significant difference in their financial j... Show more

 • Promoted

Capital Markets Transaction Advisory Manager

PricewaterhouseCoopers InternationalMontréal, Montreal (administrative region), Canada
Full-time

A leading global professional services firm in Montreal is seeking an Accounting and Transaction Advisory Manager to lead teams through capital markets transactions and accounting change projects.T... Show more

 • Promoted

PSP Investments Geopolitical Analytics Advisor

PSP Investments | Investissements PSPMontreal
Full-time

Drive investment strategies as an Advisor in Geopolitical Analytics at PSP Investments, engaging with macroeconomic insights and thematic analysis in a hybrid setting.As a vital member of the Struc... Show more

 • Promoted

Sun Life Financial Prospr Advisor Role

Sun Life QuébecMontreal (administrative region), QC, CA
Full-time

Join Sun Life Financial as a Prospr Advisor and be a part of transforming clients' financial futures.This hybrid work model focuses on delivering expert financial advice and solutions.In this dynam... Show more