Sr. Team Leader, Wealth Client Services (Private Wealth Management)

Location: Toronto, Canada — Toronto 25 King Street West. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview. Applicants must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Company

hirify.global is a relationship-oriented bank providing banking, investment, private banking, and wealth planning services to high and ultra-high net worth clients.

What you will do

• Lead, coach, and develop Banking Associates, Client Service Associates, and Client Service Representatives.
• Oversee client service delivery, complaint resolution, process improvements, and the overall regional client experience.
• Support client acquisition and growth activities, product knowledge meetings, referrals, and sales effectiveness.
• Monitor workflows, regional profit and loss statements, staffing needs, and operational initiatives.
• Manage operational risk and oversee compliance with mutual fund, IDA, anti-money laundering, GRLR, and KAR requirements.
• Collaborate with private banking leaders, wealth management partners, internal teams, risk management, and external contacts.

Requirements

• Experience managing, interviewing, hiring, developing, and assessing team members using human resources policies and procedures.
• Strong problem-solving skills for routine and non-routine client service and staff support issues.
• Working knowledge of private wealth banking and investment products, services, strategies, and sales techniques.
• Working knowledge of PC software and mainframe applications, including CIF, COINS, CLASS, and HORIZON.
• Legal eligibility to work in Canada and a valid work or study permit where applicable.
• Strong communication, relationship-building, teamwork, accountability, and client service skills.

Nice to have

• Proficiency in Excel and PowerPoint.
• Experience with attribute-based assessments, skills tests, or French proficiency testing.

Culture & Benefits

• Regular full-time employment with a 37.5-hour work week.
• Competitive salary and incentive pay.
• Banking benefits, employee benefits, a defined benefit pension plan, and an employee share purchase plan.
• Vacation, wellbeing support, and a points-based recognition program.
• Professional development opportunities and a paid Purpose Day for personal growth.
• An inclusive and accessible work environment with accommodation support available.

Hiring process

• Recruitment may include an attribute-based assessment and additional skills tests, such as simulation or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.