Advisor Solutions Manager

Nexus Systems Group Inc.; Toronto; Hybrid; CAD 90,000 - 110,000; Full time

Job summary

A leading financial services company in Toronto is seeking a project-based branch manager to enhance advisory solutions in Wealth Management. This role requires 5–7 years of experience in the industry, proven coaching skills, and bilingual proficiency in English and Spanish. Candidates will lead teams, implement CRM processes, and optimize business practices, thriving in a hybrid work environment.

Qualifications

• 5–7 years of experience in Wealth Management or Banking, including leadership of a branch or advisory team.
• Proven track record of coaching advisors to meet and exceed business goals.
• Deep understanding of banking and investments business, client acquisition, onboarding and advisors’ development.

Responsibilities

• Coach and engage with financial advisor teams.
• Design, document, and implement standardized business processes in CRM.
• Collaborate with technology and business partners.

Skills

Wealth Management experience

Leadership skills

Coaching ability

Bilingual proficiency in English and Spanish

Education

Bachelor’s degree in business, Finance, or related field

Master’s degree or financial planning certification

Tools

Salesforce CRM

Job description

Overview

Project: This is not a traditional branch manager role, but rather a strategic, project-based position where your leadership experience will be leveraged to shape and implement advisory business solutions across markets. You will act as a key link between business strategy and front-line execution, working closely with regional teams to standardize best practices, support CRM adoption, and optimize advisory processes in Wealth Management.

Responsibilities

• Coach and engage with financial advisor teams, identifying opportunities to enhance advisor experience and business development
• Design, document, and implement standardized business processes in our CRM to support advisory activities across the client lifecycle (e.g., lead management, client onboarding, financial planning, opportunity tracking, etc.).
• Collaborate with technology, business partners, central office teams, local stakeholders, and enablement teams to support change management and digital adoption strategies (e.g., Salesforce)
• Act as a subject matter expert to identify business and advisor needs, co-create training solutions, and support scalable advisor-facing initiatives
• Analyze performance metrics and feedback loops to continuously enhance advisory solutions
• Support cross-country alignment of Wealth Management practices.

Must Haves Skills

• 5–7 years of experience in Wealth Management or Banking, including leadership of a branch or advisory team
• Proven track record of coaching advisors to meet and exceed business goals
• Experience in designing or improving business processes in Wealth Management
• Deep understanding of banking and investments business, client acquisition, onboarding and advisors’ development is required.
• Bilingual proficiency in English and Spanish (mandatory)

Nice to Have Skills

• Experience of Wealth management and financial planning practices is desired.
• Experience working in Latin American markets an asset
• Hands-on experience using Salesforce CRM as an end user, ideally in an advisory or leadership role is preferred

Soft Skills

• Strong project orientation and ability to navigate across business and technical stakeholders

Education

• Bachelor’s degree in business, Finance, or related field (required)
• Master’s degree or financial planning certification (CFP, PFP, or similar) is an asset

Working conditions

• Work in a Hybrid-based environment; non-standard hours are not a common occurrence.