Director Wealth Advisor And Client Experience (Fintech)

Location: Must be based in Montreal, Canada (Hybrid schedule required).

Salary: $163,000–$195,000 CAD (Total annual cash compensation including bonus).

Company

A leading global investment firm helping Canadians build better financial futures for over 35 years through innovation and dedicated service.

What you will do

• Lead and coach Wealth Advisors and Relationship Managers to deliver exceptional client service.
• Manage the transition of clients from retiring advisors to the wealth management team.
• Define and track KPIs to ensure high-quality service delivery and market penetration.
• Collaborate with legal, compliance, and marketing partners to implement regulatory changes.
• Recruit and develop experienced wealth management talent in Quebec and Eastern Canada.
• Represent the firm at industry events and conferences to strengthen market presence.

Requirements

• Must have current work authorization for Canada.
• Bilingual proficiency in English and French is mandatory.
• 10+ years of experience in wealth management, specifically leading client-facing teams.
• Must hold CSC, CPH, WME, and Branch Managers Course certifications.
• Proven track record in managing registered advisors and complex stakeholder relationships.
• University degree or equivalent professional experience.

Nice to have

• Post-graduate experience or securities designations such as CIM or CFA.
• Partners, Directors and Senior Officers Course (PDO).

Culture & Benefits

• Competitive compensation package including discretionary performance bonuses.
• Employer-funded RRSP contributions after six months.
• Comprehensive health insurance including mental health and therapy coverage.
• Generous parental leave benefits (100% salary for 25 weeks).
• Flexible work arrangements and home office equipment stipend.
• Access to extensive professional development and tuition reimbursement.