iA Financial Group
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As the Team Leader, you will be responsible for managing the team's workload, implementing LEAN principles, fostering a positive work environment, and overseeing employee onboarding and training. You will also lead special projects and work closely with the director on team management and strategic objectives.
The Bilingual Investment Advisor is responsible for providing service to clients, growing branch assets, and building client relationships. Key responsibilities include building a book of clients, providing investment advice, maintaining client information, and ensuring compliance. The ideal candidate will have 1-2 years of experience in a similar role, excellent communication skills, knowledge of financial instruments, strong sales record, organizational skills, and ability to work independently.