Director, Canadian Wealth Management Operations

7 days ago


Toronto, Ontario, Canada Scotiabank Full time

The Director of Canadian Wealth Management Operations is responsible for all operational support needed for Canadian Wealth Management businesses. They define operational strategies and manage their execution through the development, delivery of operational policies, procedures, and technology-enabled, innovative solutions.

Is this role right for you? In this role you will:

  • Develop, align, and maintain operational strategies for Canadian Wealth Management
  • Lead a team in defining operational processes and delivering solutions to business-driving needs
  • Align business processes with objectives and enhance the client experience
  • Drive strategic change to improve the field experience and seek growth opportunities
  • Ensure cost-effective operations by managing key relationships across Wealth Management
  • Manage external vendor relationships for cost-effective delivery and service excellence
  • Lead and motivate a team of operations specialists to deliver high-quality end client experience
  • Manage compliance issues, ensure regulatory requirements are met, and co-ordinate operational audit findings
  • Work with cross-functional teams to support business initiatives

Do you have the skills to succeed? We'd love to work with you if you have:

  • Demonstrated expertise in operations within the Wealth Management industry
  • 7+ years of managerial experience in a Wealth organization
  • Mutual Funds product knowledge and University degree
  • Strong knowledge of front and back-office systems and processes
  • Experience working in a fast-paced, high-stress environment
  • Proficiency in Microsoft Office applications
  • Flexibility for limited travel


  • Toronto, Ontario, Canada Scotiabank Full time

    Is this role right for you? In this role you will: Develop, execute, align, and maintain operational strategies for Canadian Wealth Management to deliver innovative short, medium, and long term solutions while managing a team that provides core day to day support and value to the business Lead a team of experts in the development of operational processes,...

  • Division Manager

    7 days ago


    Toronto, Ontario, Canada IG Wealth Management Full time

    Lead, coach and grow your practice in an entrepreneurial environment where you define your success The Division Manager Opportunity Inspire, motivate and build your practice As Division Director with IG Wealth Management, you will work as part of the leadership team providing strategic direction for the region. In this role you will have the unique...


  • Toronto, Ontario, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    Division: IGM Human ResourcesIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its...


  • Toronto, Ontario, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth?Chronicle Wealth is a top-tier multi-family office that offers expert wealth management services to highly successful Canadian families. With a diverse team, we provide strategic investment, insurance, risk management, tax and estate planning, and financial advice to our clients. Our goal is to simplify and enhance our clients'...


  • Toronto, Ontario, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth stands out as a top-notch multi-family office offering personalized wealth guidance to prosperous Canadian families. Our diverse team delivers strategic investment, insurance and risk management, tax and estate planning, along with financial advice to our esteemed clients. Our primary goal revolves around simplifying...


  • Toronto, Ontario, Canada TD Bank Full time

    Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:Manager, Wealth Tax OperationsOverviewTD Wealth Operations is part of Wealth Shared Services and is the operational engine of TD Wealth. Wealth Operations supports all TD Wealth distribution channels, TD Mutual Funds, TD Asset Management, and TD Securities. TD Wealth...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    Location: Toronto, Winnipeg or MontrealIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial...


  • Toronto, Ontario, Canada iA Private Wealth Inc. Full time

    Description JOB PURPOSE: This role will supervise and manage the assets of a suite of existing investment funds in accordance with their pre-established investment policies as described in their offering documents. The PM will also work closely with the investment committees of the funds to coordinate investment decisions during investment committee...

  • Office Manager

    7 days ago


    Toronto, Ontario, Canada Common Wealth Retirement Full time

    At Common Wealth, we are driven by our mission to help _all_ Canadians achieve financial security in retirement. Through our award-winning digital retirement platform, Common Wealth makes it easy to plan, save, and build a reliable retirement income - so our members can feel confident about their financial future. As Canada's only retirement fintech, Common...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    Location: Toronto or Winnipeg Division: IGM Risk, Audit & Sustainability IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two...


  • Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso Wealth:The Opportunity:We're looking for a Director, Communications and Content to join our Marketing, Communications and Client Experience team.This can be a remote role, however for those who would like to come into the office we are at 151 Yonge St, Toronto, ON.Reporting to the VP, Communications, the Director, Communications and Content is...

  • NA-Managing Director

    2 weeks ago


    Toronto, Ontario, Ontario, Canada LEON CYCLEManaging Director Full time

    Position Title: Managing DirectorReports to: CEOLocation: TorontoLeon Cycle introduction:Leon Cycle started in Germany and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and dealers). Our most...


  • Old Toronto, Ontario, Canada IG Wealth Management Full time

    Division: IGM-LegalLocation: Toronto or WinnipegIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their...

  • Director, Strategy

    7 days ago


    Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso Wealth:The Opportunity:We're looking for a Director, Strategy & Business Transformation, to join our Strategy & Business Transformation team.This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.Reporting to the VP, Enterprise Strategy, the Director, Strategy & Business...


  • Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 166660Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeKey Accountabilities Supports a customer focused culture throughout the team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Works under the leadership of the Senior Manager and...


  • Toronto, Ontario, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso:The Opportunity:We're looking for a Director, Corporate Communications, to join our Communications team.This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.Reporting to the VP, Communications, the Director, Corporate Communications is responsible for communications to various...


  • Toronto, Ontario, Canada Univeris Corp Full time

    Who we areUniveris has been successfully building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms (e.g., mutual fund dealers, securities dealers, wealth management firms and insurance companies) that want to stay competitive in an intriguingly digital world. To date, more than 25,000...


  • Toronto, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Title: Director, Canadian Wealth Management Operations The Director of Canadian Wealth Management Operations is responsible for all operational support required for Canadian Wealth Management businesses. They are responsible for defining operational strategies and managing to the strategy through the development,...