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Publié il y a 26 jours

Team Manager, Wealth Management

@ Dean Group

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Vancouver, Colombie-Britannique

Temps plein
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SIGNAUX

Responsabilités :

  • 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

Résumé des exigences :

  • Support advisors with client servicing and day-to-day operational requirements
  • Identify opportunities to improve processes, productivity and the client experience
  • Support internal and external audit requirements
  • 5–7 years of wealth management experience
  • University degree in Business, Commerce, Finance or a related field
  • CSC, CPH and WME
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-10-15
Première détection par notre source
2026-11-10
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

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Dean Group

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ChampValeur
Offres sur Jobsy1
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 teams is 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, CLU and/or CFP® designation

Compensation

Base Salary: $92,000–$113,000

Bonus: 20%

Retirement: RRSP

If you are an experienced wealth management professional looking to combine your people management, client service and hands-on operations, we welcome your application.

Please forward a resume to Martha Orr [email protected]

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