Investment Advisor Services Team Lead (Investments)

Recrute Action•Montreal, QC

11d•CA$73,000 - CA$75,000•Hybrid

About The Position

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.

Requirements

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.

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.

Benefits

Annual salary between 73K-75K.
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.