Vancouver Team Lead, Registered Accounts Expert

Advance your career with Odlum Brown as a Team Lead, Registered Accounts in Vancouver. Focus on providing unparalleled client service and guidance on registered products while leading a dedicated team.

The ideal candidate will have 2-3 years of experience in the investment industry, specializing in registered accounts. You will play a crucial role in supporting advisors, ensuring compliance, and enhancing service levels. Your leadership and analytical skills will drive improvements in processes and client interactions.

Key Responsibilities:
• Direct team activities related to registered account management
• Ensure service level agreements are consistently met
• Manage Registered Accounts tax reporting effectively
• Coach advisors on best practices and operational policies
• Lead continuous improvement initiatives in service delivery

Requirements:
• Minimum 2-3 years’ experience in Registered Accounts
• Dem...