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Canada Life
Private Wealth Services Associate ManagerCanada Life • Winnipeg, Canada
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Private Wealth Services Associate Manager

Private Wealth Services Associate Manager

Canada Life • Winnipeg, Canada
5 days ago
Job type
  • Full-time
Job description
Join Canada Life as a Private Wealth Services Associate Manager, focusing on exceptional service delivery and operational leadership. This full-time position emphasizes team development and client-centered operations.

As part of the recently acquired Investment Planning Counsel, you will lead the Private Wealth Advisor Service Team, managing daily service operations and ensuring regulatory compliance with IIROC standards. Your role is crucial in driving continuous improvement and fostering collaboration with advisors and internal partners.

Key Responsibilities: • Manage and develop the Private Wealth Service Team • Supervise operational activities like account openings and transfers • Ensure service delivery aligns with IIROC regulations • Address escalated advisor service issues efficiently • Implement operational enhancements and process improvements

Requirements: • 5–10 years in leading financial services operations • Knowledge of IIROC and MFDA regulatory requirements • Strong leadership abilities in coaching and performance management • Experience with technology initiatives and process change • Proficient in Microsoft Office and analysis tools

Lead the growth of Private Wealth services while enhancing team performance at Canada Life. #J-18808-Ljbffr
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Private Wealth Services Associate Manager • Winnipeg, Canada

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