Lead vision and growth as the CEO of Tradex Management Inc, a not-for-profit mutual fund firm in Ottawa. Inspire stakeholders and enhance collaboration within the team to achieve organizational goals.
Tradex is looking for a dynamic leader to spearhead its mission and drive its commitment to client-focused financial services. You will work with the Board of Directors to elevate Tradex's offerings and attract new clients. Successful candidates will have a strong background in business development within the wealth advisory or mutual fund industry.
Key Responsibilities:
• Lead Tradex, emphasizing its mission and values
• Engage and inspire stakeholders and employees
• Foster a collaborative and client-focused culture
• Attract clients to facilitate growth and services
• Collaborate with the Board on strategic initiatives
Requirements:
• Undergraduate degree in business or finance
• Experience in client management for wealth advisory
• Licensed Canadian in...