Become a key player in wealth management as a Team Lead focused on client engagement and team empowerment. Drive comprehensive onboarding and training while fostering an inclusive team culture.This role requires you to lead by example, maintaining a portfolio of clients while enhancing team performance through effective training and mentorship. You will be instrumental in championing process improvements and engaging across functional teams to elevate client service.Key Responsibilities: • Model best practices through client portfolio management • Facilitate onboarding and training for new team members • Conduct hands-on training sessions for technology usage • Maintain regular check-ins and provide actionable feedback • Advocate for process enhancements and tool adoptionRequirements: • 5+ years in financial planning or related sectors • Demonstrated leadership interest, mentorship experience • Proficient with Salesforce and case management tools • Completion of at least one industry certification • Must be eligible to work in CanadaLead the charge in wealth management, enhancing client service while guiding your team towards operational success and collaboration. #J-18808-Ljbffr
Client-Focused Wealth Team Leader
NICOLA WEALTH
toronto, toronto
Published 27 days ago
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