My client, the leading fully independent Canadian financial advisory firm, is undergoing an exciting transformation and is seeking a human-centric and dynamic leader for the position of Team Lead - Advisor Services in their Montreal offices. As part of an organizational restructuring aimed at maximizing the advisor experience, you will play a fr
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ontline role on the floor by guiding and supporting a dedicated team of specialists. This role seamlessly combines real-time operational coordination, performance coaching, and daily team stabilization. If you are a financial sector professional with excellent emotional intelligence who wants to thrive in a tech-forward environment, this Team Lead - Advisor Services position is the perfect opportunity to propel your career forward in Montreal.
Location : Montreal Downtown
Contract : Permanent
Mode : Hybrid (3 days on-site)
Schedule : 9-17, Monday-Friday
Salary : $65k-75k
Advantages
Competitive Compensation: Base annual salary up to $75,000, depending on your experience.
Shared Success: Eligible for an annual discretionary bonus program tied to overall company performance.
Time Off & Work-Life Balance: 3 full weeks of vacation from year one, 5 sick days, 1 personal day, and 2 paid days off during the holiday season.
Comprehensive Benefits: Group insurance plan (medical, dental, health spending account, telemedicine, and EAP) 50% funded by the employer.
Retirement Savings: Advantageous group RRSP program with employer financial contributions.
Eco-Mobility: 20% reimbursement of your OPUS transit card (equivalent to 2 free months per year).
Daily Well-being: Ultra-modern offices with panoramic views in the heart of downtown Montreal, a flexible hybrid schedule (3 days in the office, 2 days remote), and regular events organized by a dynamic social committee.
Professional Growth: Comprehensive 8-week onboarding and continuous training program, with strong internal promotion prospects.
Responsibilities
Supervise, guide, and motivate the frontline service team on a daily basis to ensure service excellence via phone and email.
Actively monitor queues and ensure strict compliance with Service Level Agreements (SLAs) while balancing the workload in real-time.
Act as the primary point of contact and escalation on the floor to resolve complex queries and advisor situations.
Provide close guidance through continuous coaching sessions and quality assessments of interactions (calls and emails).
Collaborate closely with the Middle Office to streamline operational handoffs and clarify responsibilities during the organizational transition.
Analyze dashboards and collective Key Performance Indicators (KPIs) to identify service trends and recommend process optimizations.
Actively participate in daily operations by performing the same support tasks as team members, ensuring a strong and credible floor presence.
Qualifications
Experience: Minimum of 3 to 5 years of experience in the financial services sector, brokerage, banking operations, or a high-volume B2B client service environment. A minimum of 2 years of prior experience in supervision or team coaching is highly prioritized.
Language Skills: Advanced and fluent bilingualism in French and English, both spoken and written, is mandatory to interact daily with partners across the country.
Tech-Savviness: Proficiency in customer relationship management (CRM) and ticketing environments (HubSpot, Zendesk), the Microsoft Office suite (Teams), and a strong curiosity toward artificial intelligence tools (ChatGPT).
Interpersonal Skills: Natural leadership, collaborative mindset, strong curiosity, and exceptional communication skills. You must be agile enough to adapt your messaging to industry experts and possess the maturity to put your ego aside during the learning phase.
Major Asset: Holding the Canadian Securities Course (CSC) certification or demonstrating a concrete willingness to obtain it.
Summary
Does this professional challenge match your aspirations perfectly, and do you have the human profile we are looking for? We want to meet you. Please send your resume by email directly to the attention of Juliette Urbain at the following address: juliette.urbain@randstad.ca. All applications received will be treated with the strictest confidentiality.
Referral Program
Do you know the rare gem who would excel in this Team Lead - Advisor Services role? Share this offer with them! Our agency is pleased to offer an attractive referral bonus for any candidate recommendation that successfully leads to a permanent hire with our client.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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My client, the leading fully independent Canadian financial advisory firm, is undergoing an exciting transformation and is seeking a human-centric and dynamic leader for the position of Team Lead - Advisor Services in their Montreal offices. As part of an organizational restructuring aimed at maximizing the advisor experience, you will play a frontline role on the floor by guiding and supporting a dedicated team of specialists. This role seamlessly combines real-time operational coordination, performance coaching, and daily team stabilization. If you are a financial sector professional with excellent emotional intelligence who wants to thrive in a tech-forward environment, this Team Lead - Advisor Services position is the perfect opportunity to propel your career forward in Montreal.
Location : Montreal Downtown
Contract : Permanent
Mode : Hybrid (3 days on-site)
Schedule : 9-17, Monday-Friday
Salary : $65k-75k
Advantages
Competitive Compensation: Base annual salary up to $75,000, depending on your experience.
Shared Success: Eligible for an annual discretionary bonus program tied to overall company performance.
...
Time Off & Work-Life Balance: 3 full weeks of vacation from year one, 5 sick days, 1 personal day, and 2 paid days off during the holiday season.
Comprehensive Benefits: Group insurance plan (medical, dental, health spending account, telemedicine, and EAP) 50% funded by the employer.
Retirement Savings: Advantageous group RRSP program with employer financial contributions.
Eco-Mobility: 20% reimbursement of your OPUS transit card (equivalent to 2 free months per year).
Daily Well-being: Ultra-modern offices with panoramic views in the heart of downtown Montreal, a flexible hybrid schedule (3 days in the office, 2 days remote), and regular events organized by a dynamic social committee.
Professional Growth: Comprehensive 8-week onboarding and continuous training program, with strong internal promotion prospects.
Responsibilities
Supervise, guide, and motivate the frontline service team on a daily basis to ensure service excellence via phone and email.
Actively monitor queues and ensure strict compliance with Service Level Agreements (SLAs) while balancing the workload in real-time.
Act as the primary point of contact and escalation on the floor to resolve complex queries and advisor situations.
Provide close guidance through continuous coaching sessions and quality assessments of interactions (calls and emails).
Collaborate closely with the Middle Office to streamline operational handoffs and clarify responsibilities during the organizational transition.
Analyze dashboards and collective Key Performance Indicators (KPIs) to identify service trends and recommend process optimizations.
Actively participate in daily operations by performing the same support tasks as team members, ensuring a strong and credible floor presence.
Qualifications
Experience: Minimum of 3 to 5 years of experience in the financial services sector, brokerage, banking operations, or a high-volume B2B client service environment. A minimum of 2 years of prior experience in supervision or team coaching is highly prioritized.
Language Skills: Advanced and fluent bilingualism in French and English, both spoken and written, is mandatory to interact daily with partners across the country.
Tech-Savviness: Proficiency in customer relationship management (CRM) and ticketing environments (HubSpot, Zendesk), the Microsoft Office suite (Teams), and a strong curiosity toward artificial intelligence tools (ChatGPT).
Interpersonal Skills: Natural leadership, collaborative mindset, strong curiosity, and exceptional communication skills. You must be agile enough to adapt your messaging to industry experts and possess the maturity to put your ego aside during the learning phase.
Major Asset: Holding the Canadian Securities Course (CSC) certification or demonstrating a concrete willingness to obtain it.
Summary
Does this professional challenge match your aspirations perfectly, and do you have the human profile we are looking for? We want to meet you. Please send your resume by email directly to the attention of Juliette Urbain at the following address: juliette.urbain@randstad.ca. All applications received will be treated with the strictest confidentiality.
Referral Program
Do you know the rare gem who would excel in this Team Lead - Advisor Services role? Share this offer with them! Our agency is pleased to offer an attractive referral bonus for any candidate recommendation that successfully leads to a permanent hire with our client.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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