Team Lead - Investment Representative

October 18

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Wealthsimple

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wealth manager • financial advisor • investment manager • portfolio manager • investment adivsor

501 - 1000

💰 Private Equity Round on 2021-05

Description

• 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

Requirements

• Required CSI certifications and registrations, no exceptions: 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 • Solution focused • Passionate about technology

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 • 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) • Company-wide wellness days off scheduled throughout the year