Vp, Advisor

1 week ago

Toronto, Canada Scotiabank Full time

Requisition ID: 198112

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Vice President, Advisor & Client Experience Technology**

**Purpose**

The VP Advisor & Client Experience is responsible for the operation, maintenance, and future state of Advisor & Client technology for Global Wealth Management. This includes the creation and execution of the advisor technology road map, in addition to leading the Advisor systems & solution delivery teams and implementing a squad based team model.

**Accountabilities**
- Responsible for the creation, implementation and refinement of delivery best practices of advisor journey maps for Global Wealth Technology initiatives including: Reporting and Billing (Pure Facts), Total Wealth 360 (Salesforce)
- Lead the transformation and modernization of the Advisor desktop as the central hub that enables Advisors to serve clients more effectively by delivering on future Advisor technology platforms and capabilities in alignment with business goals, drivers and the GWM Brand Promise of “Total Wealth Advice” for Canadian Wealth Management.
- Enable a tailored and seamless experience for Clients by creating and implementing delivery best practices of Global Wealth Technology initiatives including digitizing and modernizing complex web and mobile platforms ie: SWM Mobile App, iTrade Mobile App
- Implement a cross functional Squad based team model to ensure smooth end to end delivery; provide strategic direction and setting the business vision including KPI’s
- Dedicated lead for global SalesForce and client 360 ambition aligned with Technology priority to re-align and deliver with the business
- Instill a culture of innovation, drive operational efficiency in the front, middle and back offices, while improving the overall client/advisor experience for the main businesses of GWM including ScotiaMcLeod, Private Investment Counsel, Private Banking and Estates & Trust.
- Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Provides leadership in delivery of most effective and efficient technology solutions through build vs buy analysis, reusability, enterprise-wide collaboration etc.
- Ensure compliance with company technology standards, frameworks and policies with regard to solution architecture, security, data privacy and residency.
- Directs day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits. Communicates the Bank’s risk culture and risk appetite statement throughout their teams.
- Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team

**Education & Expeirence**
- University degree in Computer Engineering / Applied Science / Technology
- 10+ years of Software Engineering experience 10+ years of progressively increasing leadership experience in Information Technology 5+ years managing strategy, process improvement and global transformations in large organizations, multiple geographies and operating models
- Experience driving global transformation programs with depth in Wealth & Asset Management Operations and Technology across the Investment Management lifecycle including the manufacturing and packaging of solutions across all distribution channels
- Thorough knowledge of Wealth Management, including full service brokerage and online brokerage. Working knowledge of Private Investment Counsel, Private Banking and Insurance
- Demonstrated experience with migrating to cloud based global operating models
- In depth industry knowledge and experience of the end-to-end investment management process across front/middle/back-office business functions across asset and wealth management including CRM and trading
- Strong technical communication skills with a proven ability to understand key business and technical concepts, and present them based on target audience (e.g. Senior Executives, Architects, Developers)
- Technology and Digital experience, with an understanding of AI, Machine Learning, Data Science, with exposure to digital transformation is an asset
- Executive gravitas with advanced problem solving and communication skills, highly collaborative, a true partner and enabler, s

  • Vp, Advisor

    6 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 198112Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Vice President, Advisor & Client Experience TechnologyPurposeThe VP Advisor & Client Experience is responsible for the operation, maintenance, and future state of Advisor & Client technology for Global Wealth Management. This includes...

  • Vp finance and administration

    4 weeks ago

    Toronto, Canada The Mason Group Inc Full time

    VP Finance and Administration Employment Type Permanent Location Toronto, Ontario Apply SHARE THIS JOB           Job Description: Are you a well rounded finance leader ready for growth? Do you have experience in the design/build industry? Our client is seeking a Vice President, Finance and Administration to join...

  • Vp, Regulatory Affairs

    1 week ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a VP, Regulatory Affairs, to join our Compliance 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 Chief Compliance Officer, the VP, Regulatory Affairs is responsible for the enhancement and...

  • Vp of Payroll

    3 weeks ago

    Toronto, Canada Remote Full time

    **About Remote**: **All of our positions are fully remote. You do not have to relocate to join us!** This is an exciting time to join Remote and make a personal difference in the global employment space as VP of Payroll. As an inspiring leader, a dynamic, engaging and energetic professional, the VP of Payroll will own the strategic planning, implementing...

  • Vp, Finance

    2 weeks ago

    Toronto, Canada Spectrum Health Care Full time

    **Company Description** At Spectrum Health Care our mission is re-imagining home care for clients and families to provide products and services they need, whenever care is required, delivered by the most qualified and compassionate staff. Our people are the cornerstone of our business. By joining Spectrum Health Care, you will be part of one of **Canada’s...

  • VP of Asset Management

    7 days ago

    Toronto, Ontario, Canada Capital Markets Advisors LLC Full time

    PLEASE NOTE YOU MUST IN CANADA & BE A LESCENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio...

  • VP Business Development

    7 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: VP, Business Development - Systemized Solutions Requisition ID:Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing...

  • Regional Vp, Sales

    3 weeks ago

    Toronto, Canada iA Groupe financier iA Financial Group Full time

    Toronto / Telework / Permanent position / _Occasional_ travel required_ The incumbent is responsible for leading the Ontario Sales team dedicated to the independent advisors MGA network (excluding WFG) and his/her mandate is to grow the business in Ontario within the independent advisors MGA network.The Regional VP of Sales for Ontario will have the Ontario...

  • Vp, Regulatory Affairs

    6 days ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso Wealth:The Opportunity:We're looking for a VP, Regulatory Affairs, to join our Compliance 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 Chief Compliance Officer, the VP, Regulatory Affairs is responsible for the enhancement and effectiveness of the...

  • Regional Vp, Sales

    6 days ago

    Toronto, Ontario, Canada iA Groupe financier iA Financial Group Full time

    Toronto / Telework / Permanent position / _Occasional_ travel required_The incumbent is responsible for leading the Ontario Sales team dedicated to the independent advisors MGA network (excluding WFG) and his/her mandate is to grow the business in Ontario within the independent advisors MGA network.The Regional VP of Sales for Ontario will have the Ontario...

  • VP Finance and Administration

    2 months ago

    Old Toronto, Canada The Mason Group Full time

    Job Description: Are you a well rounded finance leader ready for growth? Do you have experience in the design/build industry? Our client is seeking a Vice President, Finance and Administration to join their Leadership Team. This pivotal role oversees financial and administrative operations, embodying principles of transparency, efficiency, and integrity....

  • VP Finance and Administration

    2 months ago

    Old Toronto, Canada The Mason Group Full time

    Job Description: Are you a well rounded finance leader ready for growth? Do you have experience in the design/build industry? Our client is seeking a Vice President, Finance and Administration to join their Leadership Team. This pivotal role oversees financial and administrative operations, embodying principles of transparency, efficiency, and integrity....

  • VP Finance and Administration

    2 months ago

    Old Toronto, Canada The Mason Group Full time

    Job Description: Are you a well rounded finance leader ready for growth? Do you have experience in the design/build industry? Our client is seeking a Vice President, Finance and Administration to join their Leadership Team. This pivotal role oversees financial and administrative operations, embodying principles of transparency, efficiency, and integrity....

  • VP, Finance

    3 weeks ago

    Toronto, Ontario, Canada Spectrum Health Care Full time

    Company DescriptionAt Spectrum Health Care our mission is re-imagining home care for clients and families to provide products and services they need, whenever care is required, delivered by the most qualified and compassionate staff. Our people are the cornerstone of our business. By joining Spectrum Health Care, you will be part of one of Canada's Best...

  • VP, Finance

    7 days ago

    Toronto, Ontario, Canada Spectrum Health Care (SHC) Full time

    At Spectrum Health Care our mission is re-imagining home care for clients and families to provide products and services they need, whenever care is required, delivered by the most qualified and compassionate staff. Our people are the cornerstone of our business. By joining Spectrum Health Care, you will be part of one of Canada's Best Managed Companies ...

  • VP, Finance

    2 months ago

    Toronto, Ontario, Canada Spectrum Health Care Full time

    Company DescriptionAt Spectrum Health Care our mission is re-imagining home care for clients and families to provide products and services they need, whenever care is required, delivered by the most qualified and compassionate staff. Our people are the cornerstone of our business. By joining Spectrum Health Care, you will be part of one of Canada's Best...

  • VP Finance and Administration

    2 months ago

    Old Toronto, Canada The Mason Group - Strategic Search Partners Full time

    Are you a well rounded finance leader ready for growth? Do you have experience in the design/build industry? Our client is seeking a Vice President, Finance and Administration to join their Leadership Team. This pivotal role oversees financial and administrative operations, embodying principles of transparency, efficiency, and integrity. The VP, Finance and...

  • VP Finance and Administration

    2 months ago

    Old Toronto, Canada The Mason Group - Strategic Search Partners Full time

    Are you a well rounded finance leader ready for growth? Do you have experience in the design/build industry? Our client is seeking a Vice President, Finance and Administration to join their Leadership Team. This pivotal role oversees financial and administrative operations, embodying principles of transparency, efficiency, and integrity. The VP, Finance and...

  • VP Finance and Administration

    2 months ago

    Old Toronto, Canada The Mason Group - Strategic Search Partners Full time

    Are you a well rounded finance leader ready for growth? Do you have experience in the design/build industry? Our client is seeking a Vice President, Finance and Administration to join their Leadership Team. This pivotal role oversees financial and administrative operations, embodying principles of transparency, efficiency, and integrity. The VP, Finance and...

  • Vp, Finance

    2 weeks ago

    Toronto, Canada Travel Edge Full time

    **Travel Edge** is the largest luxury-focused travel agency in North America with over 750 advisors, planners and travel experts specializing in Leisure, Corporate & Events travel. At Travel Edge we believe in the power of travel, our people, the technology they use, and giving back to the communities in which we operate. Our luxury advisors are at the core...