About the role
Our client is a leading financial services firm expanding its retail showroom presence across Canada, and they’re looking for a Showroom Manager to oversee a high-tech, customer-centric financial services branch.
Location: Toronto, ON
In-office role This role involves leading all in-store operations with a focus on team development, customer experience, compliance, and brand representation. You’ll build and lead a high-performing team with financial knowledge, ensure smooth regulatory adherence (FINTRAC, IIROC, PIPEDA), and optimize the in-store experience with tech-integrated customer journeys.
Key Responsibilities
- Talent & Team Leadership: Recruit and train financial-savvy staff; promote a culture of excellence and compliance.
- Customer Experience & Operations: Oversee account openings, in-store tech demos, and financial consultations.
- Compliance & Risk Management: Maintain full adherence to Canadian financial regulations and licensing.
- Training & Development: Create ongoing staff education initiatives, including objection handling, product updates, and regulation refreshers.
- Store Optimization: Improve layout, leverage digital tools, and test new strategies to drive customer engagement and conversion.
Requirements
- Bachelor’s degree in Business, Finance, or related field
- 5+ years in retail financial management (bank branch or brokerage)
- CSC/CPH preferred (or willingness to obtain)
- Strong regulatory knowledge (FINTRAC, IIROC, AML, etc.)
- Leadership experience in client-facing, fast-paced environments
- CRM and data analytics proficiency
- French fluency is a plus
About Periscope Search Group
Periscope Search Group is a full service Recruiting and Talent Management agency passionate about supporting our clients' growth and staffing needs. We are committed to achieving the highest level of customer satisfaction.
Our philosophy is simple: we aim to deliver the best available candidates while providing the best possible service. We believe that hiring is easy - but hiring the best is what separates us from our competition.
Our specialty industries are:
-
- Technology
- Web & Software Development
- Solutions Architecture
- QA
- Marketing
- Digital Marketing
- Project Management
- Product Management
- Sales
- Brand Management
- Finance & Accounting
- Corporate Services
About the role
Our client is a leading financial services firm expanding its retail showroom presence across Canada, and they’re looking for a Showroom Manager to oversee a high-tech, customer-centric financial services branch.
Location: Toronto, ON
In-office role This role involves leading all in-store operations with a focus on team development, customer experience, compliance, and brand representation. You’ll build and lead a high-performing team with financial knowledge, ensure smooth regulatory adherence (FINTRAC, IIROC, PIPEDA), and optimize the in-store experience with tech-integrated customer journeys.
Key Responsibilities
- Talent & Team Leadership: Recruit and train financial-savvy staff; promote a culture of excellence and compliance.
- Customer Experience & Operations: Oversee account openings, in-store tech demos, and financial consultations.
- Compliance & Risk Management: Maintain full adherence to Canadian financial regulations and licensing.
- Training & Development: Create ongoing staff education initiatives, including objection handling, product updates, and regulation refreshers.
- Store Optimization: Improve layout, leverage digital tools, and test new strategies to drive customer engagement and conversion.
Requirements
- Bachelor’s degree in Business, Finance, or related field
- 5+ years in retail financial management (bank branch or brokerage)
- CSC/CPH preferred (or willingness to obtain)
- Strong regulatory knowledge (FINTRAC, IIROC, AML, etc.)
- Leadership experience in client-facing, fast-paced environments
- CRM and data analytics proficiency
- French fluency is a plus
About Periscope Search Group
Periscope Search Group is a full service Recruiting and Talent Management agency passionate about supporting our clients' growth and staffing needs. We are committed to achieving the highest level of customer satisfaction.
Our philosophy is simple: we aim to deliver the best available candidates while providing the best possible service. We believe that hiring is easy - but hiring the best is what separates us from our competition.
Our specialty industries are:
-
- Technology
- Web & Software Development
- Solutions Architecture
- QA
- Marketing
- Digital Marketing
- Project Management
- Product Management
- Sales
- Brand Management
- Finance & Accounting
- Corporate Services