Manager I

This is a fully remote position, open to applicants in Canada.

📋 Description

• Lead the service delivery and inspire a team of Centralized Client Service Associates providing support to Investment Advisors nationwide.

• Report directly to the Group Manager and aid in achieving business objectives through effective coaching, management, and collaboration.

• Oversee recruitment, training, career advancement, and performance evaluation processes.

• Engage with Investment Advisors, field MCSs, and BMs to collect and analyze feedback.

• Identify and suggest improvements to business processes in collaboration with peers and business partners across various locations.

• Monitor service levels and generate reports to initiate enhancement plans.

• Address complex or sensitive service issues, serving as an escalation point when necessary.

• Lead, mentor, and exemplify outstanding service delivery for Associates supporting PIA and PIC lines of business.

• Manage daily team operations and enhance service delivery outcomes.

• Facilitate information, skills, and knowledge sharing amongst team members.

• Provide consistent quality coaching and constructive feedback.

• Contribute to operational excellence by ensuring tasks are completed timely, accurately, and without errors.

• Ensure due diligence and transactional accuracy in all operations.

• Address escalated issues while prioritizing firm, shareholder, and client interests.

• Ensure compliance with audit, regulatory, and business standards.

• Review reports and communicate trends and concerns to management effectively.

• Manage performance and behavioral issues with respect and professionalism.

• Lead performance management efforts and support career and performance development initiatives.

• Spearhead or assist with service-culture initiatives and projects.

• Investigate and implement service enhancements while leading change efforts.

• Cultivate relationships with Investment Advisors, field BMs, and MCSs.

• Represent the Wealth National Office in a professional manner.

⛳️ Requirements

• Prior supervisory or management experience is essential.

• Demonstrated client service, leadership, and business planning capabilities.

• Ability to work autonomously as well as collaboratively within a larger management team.

• Strong judgment and problem-solving abilities are required.

• Exceptional oral, written, interpersonal, and relationship-building communication skills.

• Capable of using influence and impact skills to guide others and ensure accountability.

• Ability to pivot quickly and effectively in response to changing circumstances.

• Flexibility and strong change leadership skills are essential.

• Proven organizational, multitasking, and time-management skills.

• Sound understanding of operations, LEI, and the Sales and Client Engagement Model.

• Familiarity with PIA products, systems, and procedures is advantageous.

• Strong awareness of organizational dynamics is necessary.

• Understanding of the Private Investment Advice and Private Investment Council sectors, along with relevant securities industry regulations, procedures, and legal frameworks.

• Proficiency in an additional language such as French, Cantonese, or Mandarin is a plus.

• IIROC licensing (IR/RR/Supervisor) is considered an asset.

🏝️ Benefits

• Competitive base salary.

• Variable compensation opportunities.

• Comprehensive health and well-being benefits.

• Savings and retirement programs.

• Paid time off for personal and vacation needs.

• Banking benefits and discounts.

• Opportunities for career development.

• Reward and recognition programs.

• Regular conversations focused on development.

• Access to training programs.

• Online learning platform for skill enhancement.

• Mentoring programs available.

• Training and onboarding sessions for new hires.

• Interview accommodations, including accessible meeting rooms and captioning for virtual interviews.