Chief Operating Officer

**About BG Wealth Group Inc.**

BG Wealth Group is a Canada-headquartered company that encompasses various subsidiary companies and provides customized financial solutions for individuals and businesses of all sizes in the United States and Canada. We help hundreds of clients annually with their financial security planning, tax optimization strategies, short-term investment options, real estate, property investments, new ventures, business funding, and maintaining the pulse on current and upcoming trends. Working closely with our valued clients, we assess their personal and professional financial objectives while offering opportunities that will help them set higher targets and achieve these goals. BG Wealth Group acquires interests in other businesses as we expand our portfolio of business ventures.

**What we offer**:

- Salary range of 120-135k per year
- Benefits package, including life insurance and health and dental coverage
- 15 days’ paid vacation
- 5 paid personal days
- Birthday off with pay
- Free on-site parking at the Etobicoke office

**About the position**

Working from our Toronto and Etobicoke offices, the Chief Operating Officer (COO) provides operational leadership and, as part if the executive team, strategic direction to the organization. Reporting to the CEO and the President (or designates), the COO’s authority stretches over most of the organization’s departments and oversees their daily performance. This position is responsible for standardizing, implementing, monitoring, and evaluating operational processes and controls in alignment with the Company’s mission and Strategic Plan. Responsibilities include formulating policies and planning for growth; increasing the overall efficiency of the company; authorizing deployment of material and human resources; and mentoring team members regardless of rank. Success in this role requires keen attention to detail, collaboration with team members, strong organizational skills, and aligning behaviours with the Company’s mission and values.

**Major Duties and Responsibilities**:

- Operations_
- Support executive team in creating, growing, and building world-class, industry-leading organization, including through mergers and acquisitions
- Work with executive team on strategic goals, efficiency, budgeting, forecasting, resource allocation, growth, and long-term profitability
- Work with senior managers to create, implement, and roll-out plans for operational processes, internal infrastructures, reporting systems, and policies
- Provide leadership to organization, in line with business plan and overall strategic vision
- Monitor company’s daily performance, and provide accurate and timely reports
- Evaluate performance and determine where cost can be reduced
- Develop annual operational budget and monitor budget adherence
- Ensure that strategic business goals and KPIs are met
- Set challenging yet realistic goals for growth, performance, and profitability
- Work with Controller to achieve favourable financial results by implementing and optimizing systems, reporting, and controls
- Spearhead development, implementation, and communication of effective growth strategies and processes
- Develop and maintain relationships with clients, vendors, banks, investors, and other external stakeholders
- Supervisory/Human Capital_
- Develop strategic approach to attracting, mentoring, and retaining human capital
- Provide direct reports with healthy, safe, and respectful work environment
- Foster growth-oriented, positive, and encouraging workplace culture
- Ensure compliance with company policies, procedures, and guidelines
- Coach, mentor, and develop direct reports to take on additional responsibilities
- Meet with each team member regularly to review progress, plan ahead
- Actively participate in recruitment, selection, and orientation of new hires
- Keep up to date on matters relating to employment law and HR practices

**Qualifications**
- Bachelor's degree in business or related field
- At least five (5) years of operational and management experience, preferably international, with track record of success in:
Ø working closely with executives on setting goals and updating Strategic Plan in adaptation to economic conditions and market opportunities

Ø enforcing plans, policies, and procedures in line with Strategic Plan

Ø fostering team spirit and overseeing direct reports, including remote team members and multiple locations

Ø achieving operational efficiency and optimizing profitability

Ø identifying single points of failure and adding redundancy

Ø vetting actions and decisions against long-term strategic goals
- Exceptional presence and business acumen
- Outstanding organizational, time management, and presentation skills
- Ability to connect with people from varying backgrounds and degrees of experience
- Proficient with MS Office and virtual meeting technology (Zoom, Teams)
- Willingness to work outside of regular business h