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Team Leader, Investments at iA Financial Group (Industrial Alliance) | JobVerse
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Team Leader, Investments
iA Financial Group (Industrial Alliance)
Website
LinkedIn
Team Leader, Investments
Canada
Full Time
3 hours ago
$60,000 CAD
No H1B
Apply Now
Key skills
Leadership
Mentoring
Communication
Time Management
About this role
Role Overview
Ensure the investment team’s service levels to advisors are maintained
Facilitate accurate, compliant and timely processing of segregated fund trades
Supervise and mentor assigned Investments staff
Monitor workflow and ensure tasks are completed accurately and on time
Partner with Manager, National Investments to oversee recruitment of new staff
Provide coaching and mentorship to team members
Coordinate with software vendors and FundServ for system upgrades or releases
Establish and foster relationships with carrier partners and advisors
Requirements
A minimum of 5-7 years' experience in the investment industry
Industry designation(s) (FLMI, ACS, AIAA) desirable
Previous experience in the supervision/leadership/mentoring of staff
Expert organizational and time management skills
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
Bilingualism in French and English required
Benefits
Flexible work environment including hybrid work options
Opportunities for learning and development
Apply Now
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