Team Lead – Mutual Funds / Advisors
Play a key coordination and support role within a financial services team. Ideal profile: mutual fund expertise, team management experience, bilingualism, knowledge of registered products (RRSP, RRIF, etc.), and ability to thrive in a dynamic environment. Hybrid position based in Montréal.
What is in it for you:
• Annual salary between $70.000 and $75.000, based on experience.
• Permanent full-time position.
• Flexible schedule with 2 remote work days per week.
• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off during Christmas.
• Comprehensive group insurance (health, dental, health spending account, telemedicine, EAP), 50% employer-paid.
• Employer contributions to an RRSP program.
• 20% reimbursement of OPUS transit pass (equivalent to 2 free months per year).
• Regular social activities focused on health, well-being, and community engagement.
• Professional development opportunities and internal career progression.
• Modern offices located in downtown Montréal, easily accessible by public transit.
Responsibilities:
Operational coordination
• Plan and manage schedules, task rotations, and breaks to ensure optimal coverage.
• Monitor performance indicators (KPIs) and SLAs to identify gaps and recommend solutions.
• Distribute and adjust daily workload.
• Supervise and validate transaction quality in accordance with regulatory and internal standards.
Team support
• Respond to advisor inquiries (phone and email) through designated systems.
• Handle first-level escalations prior to involving the supervisor.
• Guide, support, and coach a junior team of 8 members on a daily basis.
• Participate in onboarding and ongoing training of employees.
Continuous improvement and projects
• Contribute to optimization initiatives: tools, automation, process updates.
• Participate in user acceptance testing (UAT) and policy reviews.
• Prepare and analyze control reports (SLA, compliance, volumes, errors).
Advisor support
• Deliver professional, personalized service to foster trusted relationships.
• Ensure proper follow-ups to resolve requests.
• Draft apology letters, indemnities (LOI), and directives (LOD).
• Process rejected transactions and required adjustments while considering financial impact.
What you will need to succeed:
• Relevant education or certification in the financial sector (e.g., Investment Funds Course, an asset).
• 5+ years of solid experience in mutual funds: savings plans, regulations, taxation, etc.
• Experience in team support or coordination, with a collaborative and leadership-oriented approach.
• Familiarity with registered and non-registered products (RRSP, RRIF, LIRA, LIF, etc.).
• Knowledge of platforms such as Univeris, Windfund, Aquila/R-Broker (an asset).
• Strong organizational skills and ability to manage multiple priorities.
• Excellent interpersonal skills and ability to engage a junior team.
• Bilingual in French and English to effectively support advisors and colleagues in both languages daily.
• Strong written and verbal communication skills.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
PEK221025
