Team Manager, Wealth Management

Dean Group; Vancouver; On-site; CAD 92,000 - 113,000; Full time

Benefits offered by this job

Hybrid work model

RRSP

Job summary

Dean Group is seeking a Team Manager, Wealth Management for Vancouver, BC to lead a team of wealth associates while actively supporting clients and advisors. You will oversee onboarding, trading, and operations, driving process improvements and ensuring high service standards.

This hands-on, player-coach role requires 5–7 years in wealth management, a university degree, and relevant certifications. Hybrid work model with a competitive package including a base salary of $92k–$113k and a 20% bonus.

Qualifications

• 5–7 years of wealth management experience
• University degree in Business, Commerce, Finance or related field
• CSC, CPH and WME certifications
• Proven experience managing teams
• Excellent client service and relationship management
• Hands-on approach and willingness to roll up sleeves

Responsibilities

• Lead, coach and mentor a team of wealth associates
• Oversee client escalations and ensure timely resolution
• Support advisors with client servicing and day-to-day ops
• Manage client and advisor onboarding including complex transitions
• Process trades according to client instructions and strategies
• Coordinate account openings and transfers with custodians
• Identify opportunities to improve processes, productivity and client experience
• Liaise with Risk, Audit, Legal and Compliance; support audits

Job description

Team Manager, Wealth Management Vancouver, BC

Salary: $92,000–$113,000 + 20% Bonus + RRSP (Hybrid)

The Opportunity

Our client, a leader in its field is seeking an experienced wealth management professional to join their team in a hands-on leadership capacity. This is a newly created role and a true player-coach role, combining people leadership with active involvement in day-to-day client and advisor support. The successful candidate will lead and mentor a team of wealth associates while overseeing client onboarding and servicing, trading activities, operational matters, escalations and process improvements. This is an excellent opportunity for someone who enjoys developing people while remaining close to clients and the business.

Key Responsibilities

• Lead, coach and mentor a team of wealth associates
• Oversee client escalations and ensure timely, effective resolution
• Support advisors with client servicing and day-to-day operational requirements
• Manage client and advisor onboarding, including complex transitions involving large numbers of accounts
• Process trades in accordance with client instructions and investment strategies
• Coordinate account openings and transfers with custodians
• Identify opportunities to improve processes, productivity and the client experience
• Liaise with Risk, Audit, Legal and Compliance
• Support internal and external audit requirements

Qualifications

• 5–7 years of wealth management experience
• University degree in Business, Commerce, Finance or a related field
• CSC, CPH and WME
• Proven experience managing teamsis a MUST
• Excellent client service and relationship management skills
• Strong knowledge of wealth management products, operations and procedures
• A hands-on approach and willingness to roll up your sleeves when needed

Assets

• CIRO Registered Representative (RR) registration
• LLQP, CLUand/or CFP® designation

Compensation

• Base Salary: $92,000–$113,000
• Bonus: 20%
• Retirement: RRSP