Shape the future of investment services with PPI as Team Leader across Western Canada. Focus on team dynamics, quality assurance, and advisor support in managing segregated fund trades.
PPI Management Inc. is looking for a Team Leader for Investments to enhance service delivery across Western Canada. You will oversee team operations, mentor staff, and ensure accurate, timely processing of investment transactions. This role requires you to actively engage in day-to-day operations while developing strategies to boost overall performance.
Key Responsibilities:
• Monitor performance and set clear expectations for team members
• Assist with training and career development initiatives
• Develop relationships with carrier partners and advisors
• Track investment product processing and resolve related issues
• Lead improvements to enhance productivity and service quality
Requirements:
• 5-7 years experience in the investment sector
• Proven leadership and mentorin...