Bilingual Branch Manager – Wealth Management

ProViso Staffing; Toronto; Hybrid; CAD 80,000 - 130,000; Full time

Job summary

A leading staffing company is seeking a dynamic Manager, Advisor Solutions to enhance business advisory processes across Canadian markets. This strategic role requires a seasoned leader who is passionate about coaching and developing financial advisors while driving business results and ensuring operational efficiencies. Candidates must possess a strong background in Wealth Management and be bilingual in English and Spanish.

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.

Responsibilities

• Coach and engage with financial advisor teams to enhance advisor experience.
• Design and implement standardized processes in CRM for client lifecycle support.
• Collaborate with teams to support change management and digital adoption.

Skills

Coaching

Business Development

Process Design

Performance Analysis

Bilingual (English and Spanish)

Education

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

Master’s degree or financial planning certification (CFP, PFP, or similar)

Tools

Salesforce

Job description

• Client is looking for a dynamic and strategic Manager, Advisor Solutions to join our growing team. This role is ideal for a seasoned leader with a strong background in branch management or leading investment advisory teams, who is passionate about coaching financial advisors, driving business results, and designing scalable processes that enhance the advisor and client experience.
• 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.

Day to Day 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.

Best vs Average :

• The ideal candidate would have experience working with Latin American markets, fully bilingual in Spanish / English.
• 2 Rounds of Video Interviews (30mins)
• Presentation on Salesforce may be requested