Chief Executive Officer at Tradex

Steer Tradex Management Inc. as its Chief Executive Officer in Ottawa. Drive the organization's financial services innovation rooted in collaboration and client-focused values.

This pivotal role offers a unique opportunity to advance Tradex's mission as a not-for-profit mutual fund dealer. As CEO, you will leverage your extensive leadership experience to engage stakeholders, inspire employees, and foster client relationships. Your expertise in the public service sector will be vital in enhancing our mutual fund offerings and expanding our impact in the community.

Key Responsibilities:

• Strategize for enhanced client services and growth

• Manage teams focused on wealth advisory practices

• Report directly to the Board of Directors

• Cultivate a culture of integrity and collaboration

• Engage with clients and the broader community to promote services

Requirements:

• Significant experience in mutual fund management

• Strong background in client management within financial services

• Undergraduate degree in business or finance preferred

• Certified advisor with Canadian Investment Funds course completion

• Leadership experience in client engagement roles

Lead Tradex with vision while prioritizing collaboration and purpose-driven initiatives.
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