Assistant Manager

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Toronto; Hybrid; CAD 58,000 - 98,000; Full time

Job summary

A leading wealth management firm in Toronto is seeking an Assistant Manager to lead a team of Client Experience Specialists. The role involves providing operational support, coaching team members, and ensuring high standards of business operations. The ideal candidate will have a strong background in the financial advisory sector and proven leadership skills, with a focus on enhancing client experience and team performance.

Qualifications

• 5+ years of experience in a financial advisory firm.
• Previous experience in a leadership role with direct reports.
• Completion of CSC or IFIC is an asset.

Responsibilities

• Provide leadership to a team of Client Experience Specialists.
• Identify training needs and validate onboarding training completion.
• Collaborate with management on reporting and data management.

Skills

Leadership

Communication

Project Management

Bilingual (English/French)

Education

Post-secondary diploma or degree in business or related discipline

Tools

Word

Outlook

SharePoint

Excel

Job description

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Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.

In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

The Assistant Manager will serve as a supportive leader dedicated to helping Specialists reach their goals, fostering team growth and development, and ensuring efficient office operations (including scheduling, resource management, and administrative tasks). A proactive approach, effective communication skills, and commitment to excellence will be instrumental in driving team performance and achieving organizational success.

What you will do

• Provide leadership to a team of Client Experience Specialists, acting as a point of contact for matters requiring further escalation, review, or ‘on the spot’ coaching opportunities.
• Support the Regional Director in ensuring that business operations and compliance issues are kept to the highest standards.
• Engage in ongoing coaching with team members, providing feedback and assisting in performance reviews, and time management responsibilities.
• Identify training needs, learning opportunities and knowledge gaps within the team, in addition to validating the onboarding training completion.
• Investigate, research, and facilitate accurate solutions on escalated matters.
• Recognize and contribute to process improvement opportunities intended to benefit the corporate branch through active engagement with our client experience specialists and management.
• Actively respond, support, and communicate as required with IPC partners on behalf, and in the best interest of clients, Advisors, Specialists and IPC.
• Collaborate with management on reporting, data management, and internal communication requests.
• Travel may be required to attend on site coaching or conducting learning sessions across the region.
  

What you will bring

• Ability to coach, lead and develop team members to perform effectively
• Able to communicate clearly and concisely the goals and objectives of IPC and Pinnacle to all stakeholders; and able to effectively communicate to all levels of team and audience.
• Ensures excellence in every interaction to provide a consistent experience for all clients.
• Bilingual English/French is an asset
• Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadline while managing various working teams.
• 5+ years of experience in a financial advisory firm. Alternate comparable experience will be considered.
• Previous experience in a leadership role with direct reports is an asset.
• Post-secondary diploma or degree in business or other related discipline preferred.
• Completion of CSC or IFIC is an asset.
• Advanced knowledge of Word, Outlook, SharePoint, and Excel. Ability to effectively use technology in the daily work routine.

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The base salary for this position is between $58,600- $ 97,700annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [e-mail].

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.

#LI-Hybrid

Requisition ID: 3742

Category: Corporate Functions

Location:

Mississauga Ontario, ON, CA, L4W 0E4 Toronto, ON, CA

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