Team Leader, Data Integrity

Job Description

About the role:

As the Team Leader, you will be responsible for the daily management of the team's workload, implement LEAN principles, eliminate blockers, and coordinate and mobilize the team to aligned with the priorities and vision of the organization. Recognized for leadership and knowledge, the successful candidate will foster a collaborative and positive work environment for the success of the team.

Responsibilities:

• Daily workload management and monitoring key performance indicators; prioritization, and cross training for efficiency to meet the established SLA.

• Creating processes, standards, and metrics for tasks and working with staff to achieve agreed upon metrics.

• Identify areas for process improvement and implement solutions to optimize efficiency and productivity within the team utilizing LEAN methodology. 

• Oversee the employee onboarding and offboarding process.

• Plan and supervise the training of new team members.

• Coaching of employees; fostering open communication within the team to share progress, issues, and changes. Encourage team participation and include the team in changes and training.

• Performance Management: Set clear performance expectations for team members, monitor performance metrics, and provide feedback and coaching.

• Effectively manage escalations, issues, complaints as they arise using each occasion as an opportunity to build closer ties and exceed expectations with head office and advisors.

• Lead the DMS (Daily Management System Meetings with the team).

• Working closely with the Director on Team management, metrics, efficiencies, and strategic objectives.

• Lead and participate in special projects as needed.

Profile :

• College diploma or bachelor's degree in administration or in a relevant discipline.

• 5 plus years of relevant experience in a CIRO dealership.

• Previous experience in supervising, directing and mentoring staff.

• Demonstrated leadership and strategic planning skills and ability to work in a team environment and promote team spirit in order to achieve departmental objectives.

• Data management and analysis: Proficient with Excel and ability to comprehend technical data and communicate in simple terms.

• Demonstrated ability to organize and prioritize work and the work of others.

• Mandatory availability in office during Team moments.

• An advanced level of knowledge of the English and French language is required for daily communication (written and oral) with external clients, regulatory bodies, suppliers, and advisors in Canada. It is important to note that more than 50% of these communications will be conducted in English.

• Canada Investment Funds/CSC and / or Operations (IFIC) Course or greater.

• Travel maybe required.

Important skills to have for success in the role:

• Outstanding customer service

• Management skills

• Analytical skills

• Sense of Priorities

• Excellent interpersonal skills

• Proactive

• Collaboration

• Positive Attitude

• Ambassador of Change

• See, know and act together posture

Location(s)Toronto, Ontario

Other Possible Location(s)Montreal, Quebec
CompanyInvestia Financial Services Inc.

Posting End Date2024-09-30

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.