Team Lead, Investments Representative

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Team Lead, Investments Representative based in Canada. This role offers the opportunity to lead a team of investment professionals within a fast-growing financial services environment.You will combine people leadership, operational excellence, and deep investment expertise to improve client experiences.As a hands-on leader, you will coach representatives, oversee daily operations, and ensure high-quality, compliant interactions.You will play a key role in shaping processes, supporting complex trading situations, and driving continuous improvement.Working closely with teams across compliance, risk, trading, and product, you will help deliver reliable and innovative financial solutions.This position is ideal for a motivated leader who enjoys mentoring others while remaining actively involved in day-to-day execution.