Wealth Advisory Team Lead

Wellington-Altus Private Wealth Inc.; Saskatoon; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

Wellington-Altus Private Wealth Inc. Saskatoon office is seeking a Team Manager who will lead and develop the support team, ensuring accurate and timely delivery of service aligned with business objectives.

The ideal candidate has 5-8 years in financial services, strong leadership, and deep knowledge of regulatory requirements, CIRO standards, and client service excellence. This role emphasizes operational efficiency and strategic initiatives.

Qualifications

• 5-8 years in financial services industry
• Bachelor-level degree in business/finance or related field
• Equivalent combination of education and experience may be considered.

Responsibilities

• Provide leadership, coaching, and ongoing support to Associates by setting clear expectations and fostering a high-performing team.
• Oversee daily operations and team projects, ensuring accuracy and efficiency within service standards.
• Monitor workloads, KPIs, and conduct quality reviews of client files and profiles.
• Support implementation of strategic people initiatives and operational improvements.

Skills

Leadership

Coaching

Operations management

Regulatory compliance

Research

Communication

Education

Bachelor's degree in business or finance

Tools

MS Office

Job description

Wellington-Altus Private Wealth Inc. Saskatoon office is seeking a Team Manager who will lead and develop the support team, ensuring accurate and timely delivery of service aligned with business objectives.

The ideal candidate has 5-8 years in financial services, strong leadership, and deep knowledge of regulatory requirements, CIRO standards, and client service excellence. This role emphasizes operational efficiency and strategic initiatives.