76 Financial Portfolio jobs in Canada

A career as a Team Lead at National Bank Independent Network (NBIN), servicing Introducing Brokers (IB) clients means playing a vital part in ensuring we deliver the highest quality of customer service to our clients. In this role you can use your communication skills, leadership abilities and customer service experience to have a positive impact on both the organization and our clients.
NBIN is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. NBIN provides trading and custodial services to Portfolio Managers (PM) and is a Carrying Broker to CIRO registered Introducing Brokers (IB) across Canada.
Your role
Support and work alongside the Senior Manager to lead a team of approximately 10 Account Managers responsible for supporting our Introducing Brokers firms
Act as the first point of escalation for Account Managers
Oversee operations to achieve productivity and service quality objectives while ensuring compliance with policies, standards, and procedures.
Identify and promptly resolve operational issues, make recommendations, and propose solutions for continuous improvement of processes, systems, and client satisfaction
Participate in product development and act as a champion for all new applications with internal partners and clients
Provide Account Managers with guidance on NBIN's policies, procedures, and training that directly impact our business
Monitor support activities and implement controls to maximize operational efficiency and quality while contributing to their evolution
Conduct various analyses, research, and strategic projects with a significant impact on team effectiveness
Manage the Service Delivery team’s documentation and maintain a calendar of training sessions, communications, and events
Your team
Within this team you will report to the Senior Manager and help oversee a team of 9 dedicated specialists that are based in our Montreal and Toronto offices. The team provides day-to-day service Introducing Brokers and acts as a liaison between clients and NBIN’s various support teams across Canada.
We prioritize a variety of continuous learning methods to enhance your development, including on-the-job learning, training content made available to you, and collaboration with colleagues from diverse areas of expertise and backgrounds.
Prerequisites
Bachelor's degree in a related field and 5 years of relevant experience, OR a Master’s degree in a related field with 3 years of relevant experience
Advanced knowledge of the securities brokerage/service industry in a client contact center environment
Strong skills in planning and organizing work based on volume, resources, and priorities
Knowledge of regulatory, operational, and legal aspects of the industry
Experience in process and operational optimization
Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!