Operations Manager

5 days ago


Concord, Ontario, Canada Penmore Financial Group Full time
Job Description Job Description

At Penmore, our success is determined by our ability to provide an environment for our people to thrive. To help maintain and grow this belief, we're seeking a passionate, dynamic leader with coaching experience to focus on shaping and driving our people strategy and cultivating a positive culture and team environment. A leader confident in partnering with the Founding Partners and Senior Management to collaboratively oversee our daily people/Talent, HR, business operations and activities.

An ideal candidate must possess exceptional communication skills and innate coaching capabilities to effectively assess individual and business needs, develop strategies, and drive measurable results. Experience in areas like strategic thinking, change management, and emotional intelligence is highly valued, along with a sharp business mind and proven success managing multiple departments toward sales productivity and operational efficiency.

Essential Job Functions

Operations:

1. Lead the day-to-day business operations, HR and finances effectively and efficiently.

2. Manage and maintain all Advisor and Penmore licencing/regulatory requirements, education, certifications, insurance coverage, and membership renewals for the Insurance and Wealth divisions.

3. Collaborate and partner with the finance department for all business operations, payroll, accounts payable, receivable and commission-related processes, approvals, and decisions.

4. Drive and facilitate monthly and annual year-end planning meetings and events.

5. Oversee and monitor the organization's IT, security, and technology needs and budgets, working with an external consultant or service provider.

6. Coordinate and execute the organization's marketing/communication initiatives and budgeting.

7. Collaborate with employees, Partners, and Senior Management in planning to set annual sales goals, accountability measures, and tracking to keep all parties focused and on track.

Human Resources:

1. Conduct annual employee performance and compensation reviews.

2. Oversee training & development initiatives for employees and advisors.

3. Plan and execute the entire hiring/recruiting strategy.

4. Group Benefits Administrator for all employee benefits plans.

5. Main contact for employee relations inquiries or situations.

6. Advocate for work/life balance or ways to improve employee engagement, development, and retention

Leadership and Coaching:

1. Act as a culture ambassador, ensuring the company's core values are reflected in all employee interactions and HR practices.

2. Champion employee engagement by designing and executing internal communication strategies and initiatives that foster team collaboration with Employees, Partners and Senior Management.

3. Facilitate one-on-one check-in sessions with employees, Partners and Senior Management, focusing on communication, decision-making, team building, and conflict resolution.

Education/Experience Requirements

  • Passion for coaching, building strong relationships, establishing trust, and navigating complex scenarios with internal teams and external clients.
  • Education: Completion of college/university or post-secondary programs preferred in Business Administration, Learning & Development and HR, or a related field.
  • Strong understanding of organizational dynamics, leadership, and staff development capabilities, preferably with front-line employees, sales, and management.
  • Possess the ability to connect and engage with diverse audiences.
  • Experience within the insurance or financial industry sales and operations is considered an asset.

Other Skills/Abilities

  • Driven by a genuine desire to help others and improve overall well-being.
  • Excellent communication, active listening, and interpersonal skills.
  • A self-starter, big thinker, and goal-oriented professional.

If you are passionate about supporting and developing others and are committed to positively impacting their lives and careers, we want to hear from you

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the organization's ongoing needs.

Company Description Penmore is in a distinct class of Canadian boutique advisory firms with the expertise to offer fully customized solutions for personal and corporate insurance, group benefits, expatriate benefits, and personalized wealth management – all under one umbrella.

Penmore advisors focus exclusively on their dedicated area of expertise; insurance, wealth management, employee benefits and global benefits. We provide independent, unbiased advice through our ongoing research and unparalleled access to global financial service providers.

Since 1982, Penmore has built powerful partnerships based on service, value and integrity, and forged lasting relationships with over 2,500 clients across Canada and around the world.

We are most proud of building trust and providing financial peace of mind for our clients.Company Description Penmore is in a distinct class of Canadian boutique advisory firms with the expertise to offer fully customized solutions for personal and corporate insurance, group benefits, expatriate benefits, and personalized wealth management – all under one umbrella.\r
\r
Penmore advisors focus exclusively on their dedicated area of expertise; insurance, wealth management, employee benefits and global benefits. We provide independent, unbiased advice through our ongoing research and unparalleled access to global financial service providers.\r
\r
Since 1982, Penmore has built powerful partnerships based on service, value and integrity, and forged lasting relationships with over 2,500 clients across Canada and around the world.\r
\r
We are most proud of building trust and providing financial peace of mind for our clients.
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