Jobs in Coquitlam

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Within 25 km of Coquitlam

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Dean Group

Team Manager, Wealth Management

Vancouver, BC, Canada

Base Salary: $92,000–$113,000 · Full-time

Within 25 km of Coquitlam · About 24.4 km from the city centre

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Job details

Pay: Base Salary: $92,000–$113,000
Job type: Full-time
Apply by: Nov 15, 2026
Experience: 5–7 years of wealth management experience
Posted: Oct 16, 2026

Original job description

Team Manager, Wealth Management

Vancouver, BC

Salary: $92,000–$113,000 + 20% Bonus + RRSP ( Hybrid )

The Opportunity

Our client, a leader in its field is seeking an experienced wealth management professional to join their team in a hands-on leadership capacity.

This is a newly created role and a true player-coach role, combining people leadership with active involvement in day-to-day client and advisor support. The successful candidate will lead and mentor a team of wealth associates while overseeing client onboarding and servicing, trading activities, operational matters, escalations and process improvements.

This is an excellent opportunity for someone who enjoys developing people while remaining close to clients and the business.

Key Responsibilities

Lead, coach and mentor a team of wealth associates
Oversee client escalations and ensure timely, effective resolution
Support advisors with client servicing and day-to-day operational requirements
Manage client and advisor onboarding, including complex transitions involving large numbers of accounts
Process trades in accordance with client instructions and investment strategies
Coordinate account openings and transfers with custodians
Identify opportunities to improve processes, productivity and the client experience
Liaise with Risk, Audit, Legal and Compliance
Support internal and external audit requirements

Qualifications

5–7 years of wealth management experience
University degree in Business, Commerce, Finance or a related field
CSC, CPH and WME
Proven experience managing teams is a MUST
Excellent client service and relationship management skills
Strong knowledge of wealth management products, operations and procedures
A hands-on approach and willingness to roll up your sleeves when needed

Assets

CIRO Registered Representative (RR) registration
LLQP, CLU and/or CFP® designation

Compensation

Base Salary: $92,000–$113,000

Bonus: 20%

Retirement: RRSP

If you are an experienced wealth management professional looking to combine your people management, client service and hands-on operations, we welcome your application.

Please forward a resume to Martha Orr morr@deangroup.ca

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More about this job

Responsibilities

Lead, coach, and mentor wealth associates while supporting advisors and resolving client escalations. Oversee onboarding, servicing, trading, account transfers, operational requirements, audit coordination, and process improvements.

Requirements

Requires 5–7 years of wealth management experience, a university degree in business, commerce, finance, or a related field, and CSC, CPH, and WME credentials. Proven team management experience is essential, along with strong client service skills and knowledge of wealth management products and operations; CIRO RR registration and LLQP, CLU, or CFP designations are assets.

Skills

Team Leadership
Coaching And Mentoring
Client Service
Relationship Management
Wealth Management
Client Onboarding
Advisor Support
Trade Processing
Account Openings And Transfers
Client Escalation Resolution
Operational Management
Process Improvement
Risk Management
Audit Support
Compliance

Benefits

Bonus
RRSP

Visa sponsorship

Not detected in the job text

Hiring contact

Martha Orr

Hiring contact email

morr@deangroup.ca

Keywords

Wealth Management
Team Leadership
Wealth Associates
Client Service
Relationship Management
Client Onboarding
Advisor Support
Trade Processing
Investment Strategies
Account Openings
Account Transfers
Custodians
Client Escalations
Operational Management
Process Improvement
Client Experience
Risk
Audit
Legal
Compliance
CSC
CPH
WME
CIRO Registered Representative
LLQP
CLU
CFP

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