Team Leader
HSBC Group
Montreal, Quebec, Canada, North America
13d ago


We help companies and individuals across Canada to manage their finances through three global business lines : Commercial Banking, Global Banking and Markets, and Retail Banking and Wealth Management.

It’s this global connectivity that you will find yourself inspired and collaborating with colleagues not just locally but also across continents and cultures.

About Retail Banking& Wealth Management

Retail Banking and Wealth Management serves millions of customers worldwide, helping them manage their day to day finances and save for the future.

We also connect institutional and retail clients with investment opportunities through our Global Asset Management division.

We are committed to building long-term relationships with our customers, offering products and services to help them reach their goals and aspirations.

We continue to exponentially grow our market share in Canada year on year.

Key Objectives for Team Leader :

To provide technical guidance and specialized knowledge to staff and ensure ongoing operations of the area are performed effectively and efficiently.

The focus will be on the training and development of staff in dealing with day-to-day client transactions in addition to resolving client issues and solidifying relations with the HSBC branches.

Principle Accountabilities :

Impact on the Business

  • Participate in developing work systems and processes aimed at improving customer satisfaction and optimizing productivity and efficiency
  • Assist in identifying and participating in business development initiatives
  • Customers / Stakeholders

  • Resolve client trade disputes in an effective and constructive manner with a view to client retention, identifying service improvements and training requirements for staff
  • Leadership& Teamwork

  • Provide technical trading assistance and assist in delivering ongoing training initiatives
  • Provide ongoing coaching support to motivate team to strive for better performance
  • Promote an environment that supports diversity and reflects the HSBC brand.
  • Operational Effectiveness & Control

  • Assist in ensuring that representatives consistently perform according to the established Quality Call Standards
  • Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
  • Complete other responsibilities, as assigned.
  • Major Challenges

  • Multiple priorities throughout daily activities, while exercising proper judgment in evaluating risk and provide high degree of trade supervision to the Contact Centre.
  • Management of Risk

  • Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML / ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies;
  • and optimize relations with regulators by addressing any issues.

    Observation of Internal Controls

  • Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
  • Qualifications

    Knowledge& Experience / Qualifications :

  • Completed the Canadian Securities Course (CSC), Conduct and Practice Handbook (CPH) and Derivatives Fundamental and Options License Course Course (DFOL), and is an Investment Representative with the IIROC
  • 2 - 3 years of trade execution experience combined with a university degree or the equivalent combination of education and experience.
  • Discount brokerage experience
  • Well-developed communication (verbal and written) and interpersonal skills.
  • Previous experience in all aspects of training and development of employees
  • Well-developed organization and prioritization skills.
  • Experience working in a fast paced environment with dynamic deadlines would be an asset.
  • Knowledge of Cantonese and / or Mandarin an asset
  • Knowledge of French as asset
  • Available to work flexible extended hours as required.
  • HSBC Proud

    In 2017, HSBC Bank Canada was named one of the Best 50 Corporate Citizens by Corporate Knights magazine, in addition to The World’s Best Bank by Euromoney Magazine in its annual Awards for Excellence.

    Join HSBC, and benefit from the following :

  • Career Development : Within your current role, as well as Canadian and international opportunities
  • Company Reputation : Offering prestige, strength, and longevity

    Business Growth : Underpinned by our drive, and the highest banking standards

    International Connectivity and impact : Build global relationships and be a part of international initiatives

    A diverse workforce : Reflecting our belief that diversity of thought, background and perspective make HSBC a stronger organization

    Corporate Sustainability : We build our business for the long term by balancing social, environmental and economic considerations in the decisions we make

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