Financial / Investment Planner - Wealth Management

Story Behind the Need:

• Business Group: IWM Advisor & Client Solutions
• Project: The Financial / Investment Planner– Wealth Transformation collaborates with cross-functional teams globally to define and implement business strategies, product roadmaps, and service offerings.
• They contribute to the long-term profitability of International Wealth Management (IWM) by driving the design and development of high-quality end-to-end product experiences.
• This strategic role requires knowledge of the financial services sector, emerging digital trends, and experience collaborating with international teams.
• The focus is on accelerating IWM’s digital transformation, particularly in advisor-facing digital capabilities related to investments and financial planning across markets.

• High impact project with exposure to multiple different market in LATAM and Caribbean
• Exposure with the wealth managers, client facing teams, diverse team & multinational team.

• Enable IWM key initiatives
• Collaborate with head office and in-country business partners to collect and analyze data and market research on client preferences and needs as input in identifying potential markets and factors affecting product demand and to assist in driving the product roadmap and backlog prioritization. Leverage best practices and collaborate with Canadian Wealth Management.
• Manage communications and status reporting of ongoing initiatives, including summarizing project risks and options and facilitating prompt decisions when needed.
• Support the definition of the overall Wealth Management product strategy and technology roadmap to drive P&L goals for specific Wealth Management capabilities.
• Independently resolve highly complex, multi-faceted problems, which are often unstructured and without precedent to meet the business needs of the end users.
• Work with Program Delivery team to formulate costs and funding requests, proposals.
• Lead teams to focus on business value & impact, client-centric model. Must have holistic digital, data, analytics, end-to-end, consideration at all times.
• Partner with GWM & in-country technology teams, GWM Operations and other internal stakeholders to enable solutions
• Works directly with business stakeholders to understand business needs and communicate them effectively to the scrum team. Translates business needs into user stories with clear acceptance criteria. Continuously refines backlog and prioritizes items for delivery based on value to business.
• Ensures product delivery is relevant and of high quality, eliminating the need for workarounds. Identifies capabilities, features, value proposition and potential risks for the product vision, working with stakeholders to produce high quality business solutions.
• Communicates progress, elicits feedback and enables stakeholder reviews for validation. Manages engagement with stakeholders and effectively communicates product release features and expected product capabilities within the customer journey.
• Plays a leadership role in the scrum team, working closely with their scrum master to ensure that product features are delivered on-time and aligned to business stakeholder expectations.
• Attends agile ceremonies (e.g planning sessions, stand-ups, retrospectives, iteration reviews) and other team meetings in order to provide necessary guidance and verify that the output of the delivery team is consistently delivering business value and aligned with the agreed upon commitments.
• Creates and communicates product roadmaps for the delivery team. Works collaboratively within the larger team to ensure business objectives are aligned and consistency in delivery. Support the team by being available to provide clarity required to complete detailed user stories.
• Act as primary reviewer and approver of finished development work during demos/reviews based on established acceptance criteria. Facilitates problem solving as required, working closely with the delivery team on implementation changes.
• Coaches team members and creates an environment that lends itself to self-organizing activities. Identifies and manages business activities (training, communication) required to support agile initiatives. Thinks strategically beyond in-scope scrum activities, providing innovative ideas to challenge or extend current product vision.
• Identify opportunities & champion ongoing best-in-class business transformation/ innovation
• Define, lead and execute a cohesive digital transformation strategy designed to limit technological debt and to effectively manage transition from segregated platforms to global platforms adoption, while modernizing technology stacks & digitalization workflows. Work closely with in-country leads and partners to effect execution quality and success.
• Maintain an understanding of financial services markets, the competitive landscape and digital transformation trends relative to the Wealth Management sector and client/user needs and requirements.
• Continually acquire and enhance knowledge of both the Bank’s and the Division’s business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements, Back Office processes, and rapidly changing technology to be able to provide effective business solutions, services and support to the end user business lines.
• Work with partners on tech architecture reviews (ARB), ensure solutions are globally aligned (build-once, multiple re-use). Escalate on any misalignment or act as advocate on why in-country solution is mandatory.
• Work with partners on business architecture, operating protocols, vendor management, technology adoption, contract negotiations.

• 5 +Years in Solid understanding and experience, working with investment related applications for Advisors, such as brokerage, investment proposal, financial planning, portfolio management etc.
• 10 +Years Strong knowledge of investment advisory and wealth management product offerings & services.
• 10 +Years Demonstrated success delivering highly complex business initiatives related to digital, data, and analytics.
• 5 +Years Experience in leading and coaching teams, with track record of attracting and developing talent.
• 10 +Years Critical thinking skills: using logic and reasoning to evaluate alternative solutions, summarize conclusions and approaches to mitigate risks.
• 10 +Years Ability to develop strong working relationships with business and technology partners globally.
• 10 +Years Relevant working experience in the financial sector, Wealth Management experience

• Spanish communication is an asset.
• Salesforce application experience as an end user.
• Salesforce certifications

• CFA / MBA preferred.
• Financial planning certification preferred
• CIM certification preferred

• 1 round IV – HM & manager – Pitching a business product with a quick presentation & communication, understanding on the business, experience in FP & IP
• 2 panel IV – VP & director – Mix of Behavior, business orientation questions.

Job Details

11956

Contract

6 months

Toronto