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12 дней назад

Manager Practice Management (Wealth Management)

127 000 - 158 000CAD
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Manager Practice Management (Wealth Management): Supporting Canadian wealth advisors in adopting operational processes, tools, workflows, and scalable best practices with an accent on advisor enablement, process standardization, and cross-functional collaboration. Focus on building a high-performing practice management team, identifying adoption barriers, improving advisor execution, and coaching employees through performance and development cycles.

Location: Hybrid schedule at 483 Bay Street in Toronto, moving to 3 Robert Speck Parkway in Mississauga approximately late 2026. Current work authorization for Canada is required.

Annual total cash compensation: $127,000–$158,000, including base salary and target discretionary performance bonus.

Company

hirify.global provides investment portfolios and financial services to Canadian individuals and institutions.

What you will do

  • Help advisors adopt operational processes, firm systems, technology, tools, and workflows after formal training.
  • Translate training into repeatable day-to-day execution and identify barriers to adoption.
  • Promote standardized advisor practices, monitor recurring issues, and support scalable best practices.
  • Partner with Enablement, Operations, Wealth Leadership, and other stakeholders on training feedback and new initiative rollouts.
  • Build trusted relationships with advisors and improve their confidence in navigating processes and systems.
  • Build, coach, and lead a high-performing team of practice management facilitators and specialists.

Requirements

  • University degree in Business, Commerce, Finance, or a related field, or equivalent experience.
  • At least 5 years of experience in financial services, including Canadian wealth management, advisor support, enablement, practice management, or operations.
  • Registered Representative registration with CIRO is required.
  • Experience leading, coaching, and developing high-performing teams.
  • Knowledge of advisor workflows, wealth management operations, advisor technology platforms, and the Canadian regulatory environment.
  • Experience with advisor adoption, process implementation, operational change management, training, or practice management.

Nice to have

  • CFP or another relevant industry designation.

Culture & Benefits

  • Hybrid working arrangement.
  • RRSP contribution after six months of employment, with no employee matching required.
  • Opportunities for professional growth, continuous learning, and upskilling.
  • Inclusive workplace with accommodation available during the application process.
  • Competitive annual cash compensation combining base salary and a discretionary performance bonus.

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