Support the region’s Investment Counsellors with business objectives by coaching team members and encouraging growth, idea generation, innovation, and success
Promote effective working relationships within Investment Counsellor teams through coaching, training, and issue-resolution support
Share and contribute best practices across the regional team and lead office change initiatives
Handle talent acquisition requests, recruiting, onboarding, mentoring, and required training for new team members
Oversee the annual performance management cycle and create development opportunities supporting promotions
Manage low performance through coaching and effective leadership
Ensure operational and procedural excellence by overseeing risk alerts and missing-document actions
Support management of the region’s physical office operations
Help staff resolve operational issues, remove barriers with Operations, and provide escalation support
Create an environment of employee engagement and effectiveness, empowering, collaborating with, and recognizing team members
Develop a talent pipeline by assessing capacity, allocating resources, and supporting succession planning
Requirements
Demonstrated experience managing and developing people
Experience leading large teams to exceptional outcomes and leading against objectives in a business development environment
Experience leading engagement through change management
Passion for problem solving
Leadership experience in Wealth Management or Financial Services
Exceptional spoken and written communication skills
Strong conflict resolution skills
Ability to deal with ambiguity
Organization and time management skills
Attention to detail
Experience assisting wealth management teams and working in client-facing roles
Investment designation such as CIM, CFP, or CFA is nice to have
University Degree is nice to have
Benefits
A comprehensive Reward Program including bonuses and flexible benefits
Competitive compensation
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Employee volunteer activities
Community initiatives through donations and community investments
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