Remote Team Lead, Investment Representative

Summary

Join Wealthsimple, a fintech company in Canada, as the leader of Investment Representatives. You will be responsible for handling client questions, overseeing risk and meeting compliance requirements, leading a team of registered agents, and identifying operational improvements.

Requirements

• Mandatory CSI certifications: CSC, CPH, DFOL, OSC and IDSC
• Experience working on a trade desk and with trading platforms
• Experience working with clients
• Analytical experience with Excel and SQL

Responsibilities

• Responsible for taking on team escalations and client complaints, analyzing root causes and implementing corrective actions
• Responsible for leading a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives and ensure effective performance management
• Work with product teams, trade desk and operations team to modify and enhance product specifications to meet client demand
• Identify operational improvements to improve productivity and efficiency
• Be responsible for overseeing risk and meeting compliance requirements across all of our trading processes
• Grow team expertise to align with business demand and objectives; assess team skills and capabilities and continually look for ways to provide and enhance value delivered

Benefits

• Competitive salary with top-tier health benefits and life insurance
• Retirement savings matching plan using Wealthsimple Work
• 20 vacation days per year and unlimited sick and mental health days
• Up to $1,500 per year towards wellness and professional development budgets respectively