Team Lead Wealth Management

NBC; Montreal; On-site; CAD 90,000 - 110,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Team Lead to oversee Account Managers supporting Introducing Brokers. This role requires strong leadership skills and extensive knowledge of the securities brokerage industry. Candidates should have at least 5 years of experience and a Bachelor’s degree, with a focus on continuous improvement and customer service. Competitive benefits and a positive workplace culture are offered.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Qualifications

• 5 years of relevant experience, or 3 years with a Master's degree.
• Advanced knowledge of the securities brokerage service industry.
• Strong skills in planning and organizing work.

Responsibilities

• Lead a team of approximately 10 Account Managers.
• Provide guidance on policies and training for Account Managers.
• Oversee operations to achieve service quality objectives.

Skills

Brokerage

Customer Service

Leadership

Teamwork

Effective communication

Education

Bachelor's degree in a related field

Master’s degree in a related field

Job description

Overview

A career as a Team Lead at National Bank Independent Network (NBIN), servicing Introducing Brokers (IB) clients means playing a vital part in ensuring we deliver the highest quality of customer service to our clients. In this role you can use your communication skills, leadership abilities and customer service experience to have a positive impact on both the organization and our clients.

NBIN is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. NBIN provides trading and custodial services to Portfolio Managers (PM) and is a Carrying Broker to CIRO registered Introducing Brokers (IB) across Canada.

Your role

• Support and work alongside the Senior Manager to lead a team of approximately 10 Account Managers responsible for supporting our Introducing Brokers firms
• Act as the first point of escalation for Account Managers
• Oversee operations to achieve productivity and service quality objectives while ensuring compliance with policies, standards, and procedures.
• Identify and promptly resolve operational issues, make recommendations, and propose solutions for continuous improvement of processes, systems, and client satisfaction
• Participate in product development and act as a champion for all new applications with internal partners and clients
• Provide Account Managers with guidance on NBIN\'s policies, procedures, and training that directly impact our business
• Monitor support activities and implement controls to maximize operational efficiency and quality while contributing to their evolution
• Conduct various analyses, research, and strategic projects with a significant impact on team effectiveness
• Manage the Service Delivery team’s documentation and maintain a calendar of training sessions, communications, and events

Your team

Within this team you will report to the Senior Manager and help oversee a team of 9 dedicated specialists that are based in our Montreal and Toronto offices. The team provides day-to-day service Introducing Brokers and acts as a liaison between clients and NBIN’s various support teams across Canada.

We prioritize a variety of continuous learning methods to enhance your development, including on-the-job learning, training content made available to you, and collaboration with colleagues from diverse areas of expertise and backgrounds.

Prerequisites

• Bachelor\'s degree in a related field and 5 years of relevant experience, OR a Master’s degree in a related field with 3 years of relevant experience
• Advanced knowledge of the securities brokerage / service industry in a client contact center environment
• Strong skills in planning and organizing work based on volume, resources, and priorities
• Knowledge of regulatory, operational, and legal aspects of the industry
• Experience in process and operational optimization
• Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets

Languages

English, French

Skills

Brokerage; Customer Service; Investments; Leadership; Regulations; Securities Regulation; Teamwork; Wealth Management; Wealth Management Services; Empathy; Initiative; Learning Agility; Resiliency; Effective communication

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We\'re putting people first

We\'re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples\' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!