Director, Advisor Services

1 week ago


Mississauga, Ontario, Canada Investment Planning Counsel Full time
Investment Planning Counsel (IPC) est l'une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâce à une expérience client exceptionnelle.
Notre équipe de l'Administration des valeurs mobilières prend de l'expansion Nous sommes à la recherche d'un(e) directeur(trice), Services aux conseillers. Cette personne fournira une orientation stratégique afin d'amener le groupe des opérations à offrir une administration, un traitement et un soutien au service exacts et efficaces aux conseillers de IPC et à leurs équipes.
À IPC, chaque aspect du poste de directeur(trice), Services aux conseillers a été pensé en fonction de vous.
Fonctions du (de la) directeur(trice), Services aux conseillers
Former des équipes multifonctionnelles ayant reçu une formation polyvalente dans le but de créer un modèle opérationnel souple et centré sur la clientèle.
Rendre compte régulièrement de l'efficacité du service en ce qui a trait aux niveaux de service, aux normes et aux autres objectifs organisationnels.
S'assurer que l'équipe procure un excellent service aux conseillers de IPC et rationaliser les opérations lorsque c'est possible.
Codiriger le développement de projets et de solutions technologiques pour les processus opérationnels.
Communiquer les problèmes liés aux processus, les occasions d'affaires et les succès à la direction par ordre de priorité, à des fins de sensibilisation ou de prise de décisions pour l'exploitation de l'entreprise.
Établir et fournir des données concises pour toutes les relations d'impartition : incidence sur les affaires, ressources exigées, coût et séquence de déploiement du processus, problèmes ou solutions.
Communiquer de l'information sur les prestations et mettre en œuvre des programmes de formation pour les membres de l'équipe et les gestionnaires à la suite d'améliorations ou de changements aux processus opérationnels.
Recruter, encadrer, motiver et former le personnel afin de dépasser les niveaux de service à la clientèle et d'améliorer le perfectionnement du personnel.
Habiletés marquées pour la gestion du temps et capacité de gérer plusieurs équipes de travail
Capacité de superviser de multiples projets avec efficacité et de respecter des échéances serrées
Formation et expérience requises pour le poste
~Très bonne connaissance des applications de la suite Microsoft Office, principalement Word, Excel et PowerPoint

Un soutien de premier ordre en matière de formation pour vous aider à réussir dans le rôle qui vous sera confié
De formidables atouts : des avantages sociaux répondant à vos besoins, un régime de retraite, un régime d'achat d'actions, des rabais d'entreprise, des événements sociaux, un horaire de travail estival et de la convivialité
Des équipes de direction accessibles, qui prendront le temps de bien vous connaître

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