Director, Business Operations Support

1 week ago


Québec, Quebec, Canada IGM Financial Full time
Career Opportunities: Director, Business Operations Support

Requisition ID 12913 - Posted - Location (3) - Canada - Province of Job Posting (3) - Career Site (2)

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 million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

DEPARTMENT SUMMARY: The Business Operations Support & Controls team provides critical support to IGM Contact Center and Operations teams in configuration of back-office systems, production issue coordination and resolution, client and advisor communications, Dealer Tax expertise, operational controls and IG Dealer clearing, settlement and client banking functions.

POSITION SUMMARY: The Director, Business Operations Support & Controls is responsible for providing oversight and strategic direction for the key functions delivering configuration of back-office systems supporting product launches, coordinating production issue resolution with IT partners, supporting mailings to advisors and clients scheduled and as needed for Business teams and ensuring we are monitoring and reporting on CSO controls.

DUTIES INCLUDE :

Work in partnership with the AVP, Business Operations Support & Controls to ensure BOS teams are collaborating and meeting targets on IGM deliverables for fund/ product launches/ changes, configuration of SAS, RBroker and IG downstream systems.

Ensure the BOS teams are meeting cross training goals to support IGM teams and all new team members are trained cross functionally for MI, Counsel, Canada Life and IG product support.

Work closely with IGM Product, Distribution, Legal, Compliance, Fund Services, IG Wealth Operations, MI Client Solutions and IGM Contact Center teams on product support, implementation of regulatory and discretionary projects and any BAU business needs.

Ensure Operational Servicing team delivering their mailings to meet defined SLAs. The team is cross trained to deliver databases, create quality communications via email and mail that allow us to service regulatory and discretionary mailings to clients and advisors.

Work with Sr. Managers to identify and implement continuous improvement initiatives to deliver efficiencies, reduce costs and improve processes.

Ensure teams are creating and maintaining procedure documents and sharing knowledge. Documentation is maintained on shared folders providing access to leaders and team members.

Supporting the AVP to build out tracking of team productivity and dashboards that help in resource planning and supporting Business needs.

Ensuring collaboration with their leaders and teams and those reporting directly to the AVP.

Supporting the AVP to set up and maintain a Controls framework for Service delivery, Controls and Continuous Improvement and CSO teams.

Enable an engaging environment and support development for leaders and team members through ongoing coaching and providing challenging work assignments.

Support the AVP on reporting requirements for Sr. Management and Service Excellence.

Develop relationships and collaborate with key stakeholders across the organization to enable effective service delivery.

QUALIFICATIONS :

Superior communication skills, both written and verbal with a demonstrated ability to interact effectively at all levels.

Minimum 10 years' experience working in a financial services industry setting.

Completion of a post-secondary degree or equivalent applicable to the role.

Investment industry knowledge. Completion of Canadian Securities Course is an asset.

Demonstrated management and leadership experience.

Strong analytical, decision-making skills with attention to detail.

Strong leadership skills with the ability to lead change management activities and mentor and influence others.

Ability to work in a fast paced and agile work environment.

Ability to work autonomously, with high levels of initiative, accountability, and a progressive attitude towards innovation and change.

Results Oriented: Detail oriented with the ability to delegate and meet strict deadlines and the ability to set high goals and standards for the teams

Proficiency in using MS Excel, MS Word, Microsoft projects and MS PowerPoint

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

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