Recruit Action inc.

*Investment Advisor Services Team Lead (Investments)

Recruit Action inc.  •  Montréal, CA (Hybrid)  •  1 month ago
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Job Description


Investment Advisor Services Team Lead (Investments)
Drive the performance of a key financial services team: real-time management, KPI optimization, and SLA compliance within a major transformation environment. Strategic role with direct impact on advisor experience, Middle Office collaboration, and a dynamic hybrid workplace in downtown Montréal.

What is in it for you:
• Annual salary between 73K-75K.
• Permanent full-time position.
• Flexible schedule with 2 remote days per week.
• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off at Christmas.
• Comprehensive group insurance, 50% employer-paid (medical, dental, health account, telemedicine, EAP).
• Employer contribution to a retirement savings plan (RRSP).
• 20% reimbursement on OPUS transit card (equivalent to 2 free months per year).
• Regular social activities focused on health, wellness, and community involvement.
• Professional development opportunities and internal career growth.
• Modern offices in the heart of downtown Montréal, easily accessible by public transit.

About the role:
Within a context of organizational transformation, this position is evolving from a transactional technical leadership role to a performance-driven, service-oriented leadership role. As transactional activities shift to the Middle Office, the incumbent will focus on frontline team performance and advisor experience.

Responsibilities:
• Ensure accessibility targets are met and SLAs are respected.
• Manage real-time performance and adjust resources based on volumes.
• Analyze performance indicators (KPIs) and implement corrective actions.
• Provide coaching and feedback to maintain high quality standards.
• Support team engagement during periods of transition.
• Coordinate effectively with the Middle Office to ensure smooth handoffs.
• Act as escalation point for complex situations.

What you need to succeed:
• Relevant education in administration, finance, management, or related field.
• 3–5+ years of experience supporting advisors, financial operations, or in a high-volume service environment.
• Experience in team management, supervision, or coaching.
• Strong understanding of performance metrics and high-volume environments.
• Ability to manage escalated situations with professionalism.
• Excellent communication, organizational, and problem-solving skills.
• Bilingual in French and English to effectively support advisors and colleagues in both languages daily.

Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
Recruit Action inc.

About Recruit Action inc.

Our mission:

Recruit Action provides quality recruitment services through support and a personalized approach for both job seekers and businesses.

Doing business with Recruit Action ensures:

• Peace of mind

• Professional, personalized, and courteous service

• Follow-ups according to your needs (daily or weekly)

• A partnership

• Working with passionate head hunters who have a thorough knowledge of the job market

• Service focused on quality

Our success is linked to the success of both our corporate clients and job seekers, whom we consider as partners.

• We offer a specialized service and we understand the needs of our customers.

• We recognize that today's market is complex and requires personalized services.

• We understand the importance for companies to hire a person who shares the organization's values.

• We understand the importance for job seekers to find the job that’s right for them in the long term.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
Montréal, CA
Year Founded
2009
Website
recruteaction.com
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