Bilingual Manager, Advisor Solutions – Spanish, Wealth Management

Finance Professionals Inc.; Caledon; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial institution is seeking a Bilingual Manager for Advisor Solutions – Spanish, to enhance advisor experience within Wealth Management. The role involves designing business processes, coaching advisors, and collaborating across teams. Applicants must have 5-7 years of experience, bilingual proficiency, and a deep understanding of the financial sector.

Qualifications

• 5-7 years of experience in Wealth Management or Banking.
• Proven track record of coaching advisors.
• Deep understanding of banking and investments.

Responsibilities

• Design and implement standardized business processes in CRM.
• Collaborate with teams for change management and digital adoption.
• Analyze performance metrics to enhance advisory solutions.

Skills

Coaching

Business process design

Wealth management knowledge

Project management

Bilingual (English & Spanish)

Education

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

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

Tools

Salesforce

Job description

Our client, a leading financial institution inDowntown Toronto,is looking for aBilingual Manager, Advisor Solutions – Spanish, Wealth Management, to coach and engage with financial advisor teams, identifying opportunities to enhance advisor experience and business development. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in role:

• 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-Have 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 Required:

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

Education:

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

Finance professional is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.