Team Lead

Job Description

Team Lead (Mutual Funds)



Play a key coordination and support role within a financial services team. Ideal profile: mutual fund expertise, team management experience, bilingualism, knowledge of registered products (RRSP, RRIF, etc.), and ability to thrive in a dynamic environment. Hybrid position based in Montréal.



What is in it for you:




• Annual salary between $73.000 and $78.000, based on experience.


• Permanent full-time position.


• Flexible schedule with 2 remote work days per week.


• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off during Christmas.


• Comprehensive group insurance (health, dental, health spending account, telemedicine, EAP), 50% employer-paid.


• Employer contributions to an RRSP program.


• 20% reimbursement of OPUS transit pass (equivalent to 2 free months per year).


• Regular social activities focused on health, well-being, and community engagement.


• Professional development opportunities and internal career progression.


• Modern offices located in downtown Montréal, easily accessible by public transit.



Responsibilities:



Operational coordination

• Plan and manage schedules, task rotations, and breaks to ensure optimal coverage.


• Monitor performance indicators (KPIs) and SLAs to identify gaps and recommend solutions.


• Distribute and adjust daily workload.


• Supervise and validate transaction quality in accordance with regulatory and internal standards.



Team support

• Respond to advisor inquiries (phone and email) through designated systems.


• Handle first-level escalations prior to involving the supervisor.


• Guide, support, and coach a junior team of 8 members on a daily basis.


• Participate in onboarding and ongoing training of employees.



Continuous improvement and projects

• Contribute to optimization initiatives: tools, automation, process updates.


• Participate in user acceptance testing (UAT) and policy reviews.


• Prepare and analyze control reports (SLA, compliance, volumes, errors).



Advisor support

• Deliver professional, personalized service to foster trusted relationships.


• Ensure proper follow-ups to resolve requests.


• Draft apology letters, indemnities (LOI), and directives (LOD).


• Process rejected transactions and required adjustments while considering financial impact.



What you will need to succeed:




• Relevant education or certification in the financial sector (e.g., Investment Funds Course, an asset).


• 4+ years of solid experience in mutual funds: savings plans, regulations, taxation, etc.


• Experience in team support or coordination, with a collaborative and leadership-oriented approach.


• Familiarity with registered and non-registered products (RRSP, RRIF, LIRA, LIF, etc.).


• Knowledge of platforms such as Univeris, Windfund, Aquila/R-Broker (an asset).


• Strong organizational skills and ability to manage multiple priorities.


• Excellent interpersonal skills and ability to engage a junior team.


• Bilingual in French and English to effectively support advisors and colleagues in both languages daily.


• Strong written and verbal communication skills.



Why Recruit Action?



Recruit Action (agency permit: AP provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.



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