Team Leader, Investments – Eastern Canada

iA Financial Group•Montreal, QC

2d•Hybrid

About The Position

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset. At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses. When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact. Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way. PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.

Requirements

A minimum of 5-7 years' experience in the investment industry
Previous experiencing in the supervision/leadership/mentoring of staff
Demonstrated leadership skills with the ability to work within and promote a team-based environment to reach department objectives and goals
Expert organizational and time management skills with proven ability to handle high volumes of work and tight deadlines
Demonstrated ability to organize self and others while handling multiple priorities
Superior interpersonal skills with proven ability to develop and maintain relationships
Creative problem solver with highly developed critical thinking skills
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Ability to represent self, office and organization in a professional, positive manner at all times
Ability to handle sensitive and confidential information in a professional manner
Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
Bilingualism in French and English required

Nice To Haves

Industry designation(s) (FLMI, ACS, AIAA) desirable

Responsibilities

Provide on-going supervision to the Investments Team by monitoring workflow and ensuring tasks are completed accurately and on time, setting clear expectations and conducting performance reviews, addressing performance issues promptly and constructively, managing attendance, vacation scheduling and approvals.
Ensure that there is appropriate backup for team members during absences and as volumes require.
Manage and maintain weekly metrics for Operation’s leadership team.
Partner with Manager, National Investments to oversee the recruitment of new staff.
Oversee and support structure training and development initiatives supporting skill building that aligns with staff, team and organizational goals.
Provide coaching and mentorship to team members to support ongoing development and active engagement.
Work with the Manager, National Investments to develop & implement plans to effectively accomplish department objectives/SMART goals.
Ensure the team assumes full ownership of assigned files and quality of data by identifying and prioritizing urgent cases and proactively resolving issues that could delay file progression.
Provide support to the team with regards to technical issues, daily investment trading and general processing questions.
In conjunction with the Manager, National Investments, coordinate and work with software vendors and FundServ to support any system upgrades or releases.
Ensure all testing is completed in advance of the release and all investment staff are prepared and trained on any changes, if necessary.
Look for efficiency opportunities and/or service improvements and work to incorporate them into national processes.
Leverage tools and technology wherever possible.
Maintain a high degree of industry and product knowledge, understanding the competitive market, and remaining current on industry trends and initiatives.
Establish and foster relationships with carrier partners and advisors to support and enhance PPI’s service related to processing investment products.
Facilitate the processing of segregated funds, GICs and other investment products with insurance carriers ensuring process protocols and service standards are consistently met.
Track and follow-up on pending transfers with carriers.
Perform immediate follow-up with advisors regarding missing information, supporting documentation, information discrepancies and unclear instructions.
Effectively resolve issues, questions or complaints as they pertain to investments.
Establish and facilitate new client accounts in the WealthServ Investment System.
Additional responsibilities, duties and special projects as identified.