Team Lead – Mutual Funds / Advisors

Recrute Action View all jobs

  • Montreal, QC
  • $73,000-78,000 per year
  • Permanent
  • Full-time
  • 19 days ago
Team Lead – Mutual Funds / AdvisorsDrive the performance of a key financial services team: real-time management, KPI optimization, and SLA compliance within a major transformation environment. Strategic role with direct impact on advisor experience, Middle Office collaboration, and a dynamic hybrid workplace in downtown Montréal.What is in it for you:
  • Annual salary between 73K–78K.
  • Permanent full-time position.
  • Flexible schedule with 2 remote days per week.
  • 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off at Christmas.
  • Comprehensive group insurance, 50% employer-paid (medical, dental, health account, telemedicine, EAP).
  • Employer contribution to a retirement savings plan (RRSP).
  • 20% reimbursement on OPUS transit card (equivalent to 2 free months per year).
  • Regular social activities focused on health, wellness, and community involvement.
  • Professional development opportunities and internal career growth.
  • Modern offices in the heart of downtown Montréal, easily accessible by public transit.
About the role:Within a context of organizational transformation, this position is evolving from a transactional technical leadership role to a performance-driven, service-oriented leadership role. As transactional activities shift to the Middle Office, the incumbent will focus on frontline team performance and advisor experience.Responsibilities:
  • Ensure accessibility targets are met and SLAs are respected.
  • Manage real-time performance and adjust resources based on volumes.
  • Analyze performance indicators (KPIs) and implement corrective actions.
  • Provide coaching and feedback to maintain high quality standards.
  • Support team engagement during periods of transition.
  • Coordinate effectively with the Middle Office to ensure smooth handoffs.
  • Act as escalation point for complex situations.
What you need to succeed:
  • Relevant education in administration, finance, management, or related field.
  • 3–5+ years of experience supporting advisors, financial operations, or in a high-volume service environment.
  • Experience in team management, supervision, or coaching.
  • Strong understanding of performance metrics and high-volume environments.
  • Ability to manage escalated situations with professionalism.
  • Excellent communication, organizational, and problem-solving skills.
  • Bilingual in French and English to effectively support advisors and colleagues in both languages daily.
Why Recruit Action?Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.

Recrute Action