Be responsible for taking on team escalations and client complaints, analyzing root causes and implementing corrective actions
Be responsible for leading a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives and ensure effective performance management
Work with product teams, trade desk and operations team to modify and enhance product specifications to meet client demand
Identify operational improvements to improve productivity and efficiency
Be responsible for overseeing risk and meeting compliance requirements across all of our trading processes
Grow team expertise to align with business demand and objectives; assess team skills and capabilities and continually look for ways to provide and enhance value delivered

Top-tier health benefits and life insurance
Long-term group savings with employer match using our Wealthsimple for Business platform
20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

Team Lead, Investment Representatives

Key skills