12 дней назад
Manager Practice Management (Wealth Management)
127 000 - 158 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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