Team Leader for Investments at PPI

Become the Team Leader for Investments at PPI, driving team performance and service excellence in Western Canada. Supervise a talented team while ensuring accurate investment processing.
PPI is looking for an experienced leader with a minimum of 5-7 years in the investment industry. You will be responsible for supervising the Investments Team's operations, enhancing workflow efficiency, and mentoring staff. Your role will greatly impact service delivery to independent advisors, promoting a culture of collaboration and excellence.
Key Responsibilities:
• Lead and monitor the Investments Team’s workflow
• Develop and implement training initiatives for staff
• Collaborate with management on recruitment of new hires
• Track and maintain performance metrics for leadership
• Provide support on investment trading and processing queries
Requirements:
• 5-7 years of relevant industry experience required
• Proven leadership and organizational skills
• Critical th...