Team Lead Transfers Administration

A career as a Team lead at National Bank Independent Network (NBIN) means playing a key role in transfers administration and leading a dedicated team. This role gives you the opportunity to have a meaningful impact by combining your expertise in brokerage operations, client service, and team leadership to support Introducing Brokers (IBs) and Portfolio Managers (PMs) across Canada.

Your job

• Mentor and motivate a team of transfer specialists to foster collaboration and high performance.
• Ensure accurate and timely processing of transfers in and out by coordinating with financial institutions and internal teams.
• Act as the primary contact for escalations and deliver timely, professional resolutions.
• Identify and implement process improvements to enhance efficiency, client satisfaction, and compliance.
• Collaborate with internal stakeholders and support the Senior Director on strategic initiatives and projects.
• Contribute to knowledge sharing and coaching to strengthen expertise within the team.

Your team

National Bank Independent Network (NBIN) is the leading choice for Introducing Brokers and Portfolio Managers looking for brokerage administration support. We provide trading and custodial services to Portfolio Managers and act as a Carrying Broker for CIRO-registered Introducing Brokers nationwide.

Within the Transfers Administration sector, you will report to the Senior Director and be part of a passionate, collaborative, and client-focused team. We strive to offer flexibility to support your quality of life, including hybrid work options and adaptable schedules.

Prerequisites

• University degree and three to five years of experience in brokerage operations or client service
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset
• Strong knowledge of investments, account types, and regulatory requirements
• Experience in coaching, mentoring, or leading teams is an asset
• Advanced skills with Microsoft Office and adaptability to digital tools and automation solutions
• Excellent verbal and written communication skills, with the ability to work independently and collaboratively
• French language is an asset

Languages:

English

Skills

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Your benefits

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

* Health and wellness program, including many options

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!