Bilingual (Spanish / English) Manager, Advisor Solutions (Wealth Management)

Procom; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading company in financial services seeks a Bilingual (Spanish / English) Manager, Advisor Solutions in Toronto. This hybrid role involves coaching financial advisors and optimizing business processes in Wealth Management. Candidates should have at least 5–7 years in the field and be proficient in both languages. This is a strategic role aimed at enhancing advisor experiences and driving results through analysis and best practices.

Qualifications

• 5–7 years of experience in Wealth Management or Banking.
• Proven track record of coaching advisors.
• Experience in designing or improving business processes.

Responsibilities

• Coach and engage financial advisor teams.
• Design and implement standardized business processes.
• Collaborate with teams for change management.

Skills

Coaching

Business Process Design

Client Acquisition

Leadership

Bilingual Proficiency

Education

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

Tools

Salesforce CRM

Job description

Bilingual (Spanish / English) Manager, Advisor Solutions (Wealth Management) :

On behalf of our Banking client, Procom is searching for a Bilingual (Spanish / English) Manager, Advisor Solutions (Wealth Management) for a 6-month role. This position is a hybrid position with 3 days onsite at our client’s Toronto office.

Bilingual (Spanish / English) Manager, Advisor Solutions (Wealth Management) - Job Description :

The project involves shaping and implementing advisory business solutions across markets, with a focus on standardizing best practices and optimizing advisory processes in Wealth Management. This strategic, project-based role is ideal for a seasoned leader passionate about coaching financial advisors and driving business results.

Bilingual (Spanish / English) Manager, Advisor Solutions (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
• Collaborate with technology, business partners, central office teams, local stakeholders, and enablement teams to support change management and digital adoption strategies
• 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

Bilingual (Spanish / English) Manager, Advisor Solutions (Wealth Management) - Mandatory 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
• Bilingual proficiency in English and Spanish

Bilingual (Spanish / English) Manager, Advisor Solutions (Wealth Management) – Nice-to-Have Skills :

• Experience of Wealth management and financial planning practices
• Experience working in Latin American markets
• Hands-on experience using Salesforce CRM as an end user, ideally in an advisory or leadership role
• Master’s degree or financial planning certification (CFP, PFP, or similar)

Bilingual (Spanish / English) Manager, Advisor Solutions (Wealth Management) – Assignment Length :

This is a 6-month contract position with a possible extension.

Bilingual (Spanish / English) Manager, Advisor Solutions (Wealth Management) - Start Date :

ASAP.

Bilingual (Spanish / English) Manager, Advisor Solutions (Wealth Management) - Assignment Location :

Toronto, Ontario, Canada. This is a hybrid position requiring 3 days in the office, increasing to 4 days starting September 15.