AVP, Dealer Operations

2 weeks ago

Burlington, Ontario, Canada Co-operators Full time

Company: CGL

Department: CFIS Compliance

Employment Type: Regular Full-Time

Work Model: Hybrid

Language: This role operates in English.

Additional Information: This/these role(s) is/are currently vacant.

The Opportunity:

We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

The AVP, Dealer Operations responsible for overseeing the operations and business support functions within the Co-operators Financial Investment Services (CFIS) vertical. This role focuses on driving efficiency and optimization by managing investment strategy, order entry, portfolio management, and trade enquiry processes. The AVP will work closely with the VP, Advisor Enablement to align operational activities with overall business goals and contribute to the success of the organization. This role requires strong leadership, strategic thinking, and operational expertise to ensure the effective delivery of CFIS services and support.

How you will create impact:
  • Contribute to long term strategic planning and development for the long-term version for Dealer Operations ensuring alignment with distribution strategies.
  • Focus on continuous efficiencies and improvements in order to gain cost and service efficiencies.
  • Create, maintain, and lead a vision on how technology can be used to improve back-office efficiencies for the client and advisor experience
  • Leads the effective use of operational management systems in the delivery of optimized services and functions- workflow, business process management, key metrics, capacity management etc.
  • Accountable for sustained delivery on key performance targets within budget; ensuring the processes and quality meets published service standards in a cost-effective manner Identification, research, and implementation of opportunities to improve productivity and client service
  • Builds strong relationships, works in collaboration with and communicates effectively with key internal business partners including Accounting, Tax, Compliance, Privacy, CFIS board and Aviso and our regulators.
  • Deliver concise and precise messages on CFIS processes and procedures to stakeholders including staff, partners, and steering committees
  • Lead and engage your team to deliver strategic objectives through effective coaching and mentoring, identifying and developing emerging talent, and fostering an innovative, collaborative, and agile culture.
How you will succeed:
  • You initiate new strategies to capitalize on opportunities and lead the implementation of organizational change.
  • You integrate complex information to identify solutions or solve problems and apply a strategic mindset to adjust business plans.
  • You foster innovation and continuous improvement with a focus on client experience.
  • You create a high-performance culture through alignment of your team's work with organizational goals and successfully convey messages with a sense of positive advocacy.
  • You develop others to ensure the evolving needs of the organization will be met and build effective relationships to achieve key business objectives.
To join our team:
  • You have 10 yrs+ of progressive experience in the insurance sector, with thorough knowledge of investment strategy, portfolio management, order entry, and trade enquiry processes.
  • You have completed a degree in a related field of study such as Finance or Business
  • Understanding of the financial services industry and the specific needs and challenges faced by CFIS operations.
  • Familiarity with operational efficiency and optimization methodologies to enhance business support processes.
  • Knowledge of regulatory requirements and compliance standards related to investment and trade activities.
  • Customer-centric mindset that prioritizes the needs and experiences of internal and external stakeholders, ensuring that CFIS services are aligned with delivering exceptional support.
  • Proficiency in using financial and operational systems to manage investment, order entry, and trade enquiry processes.
  • You are an experienced people leader, well-skilled in developing, empowering and leading teams to successfully deliver on business objectives.
What you need to know:
  • As a leader, strict confidentiality is required with respect to sensitive matters and employees' personal information.
  • You will be subject to a background check as a condition of employment, in the event you are the successful candidate.
What's in it for you?
  • Training and development opportunities to grow your career.
  • Flexible work options and paid time off to support your personal and family needs.
  • A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
  • Paid volunteer days to give back to your community.
  • In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

  • Dealer Services Representative

    1 week ago

    Burlington, Ontario, Canada Co-operators Full time

    Company: CGLDepartment: CFIS Distribution SupportEmployment Type: Temporary Full Time (12 months)Work Model: HybridLanguage: English is required, French is an asset.Additional Information: This/these role(s) is/are currently vacantThe OpportunityWe are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and...

  • Program Manager

    2 weeks ago

    Burlington, Ontario, Canada Groupe Touchette Full time

    Reporting to the National Director of Sales, Alliance & Business Development (BD) and working in close collaboration with the Director of Sales and Retail Development Managers, theAlliance Program Manageris responsible for the successful implementation of the Alliance model and Retailers' loyalty programs. As required, TheAlliance Program Managerwill also...

  • Title Release Manager

    4 days ago

    Burlington, Ontario, Canada Exeter Finance Full time US$57,800 - US$79,400

    At Exeter Finance, we are committed to helping customers find the right financing for their next vehicle purchase. By building strong relationships with our customers and network of dealer partners we are able to give options that make sense, getting customers behind the wheel of their car. Every team member is integral to our success. Whether you're at a...

  • Sales Support Specialist, CT&I, 12 Month Contract

    2 weeks ago

    Burlington, Ontario, Canada DLL Full time

    Job DescriptionAs a Sales Support Specialist, your role is to provide first line internal sales support to DLL's extensive vendor, dealer, and direct channels. Support the sales process from application to settlement preparation in line with supporting procedures and vendor/partner agreements. Assist the front-line sales team in meeting and achieving new...

  • Senior Financial Analyst

    1 week ago

    Burlington, Ontario, Canada DLL Full time

    Job DescriptionDLL Canada invites you to share in our success by joining our Finance Department. We are hiring a Senior Financial AnalystReporting to the Senior Director BP&A and Treasury, the Financial Analyst is primarily responsible for ensuring the accurate and timely provision to management of financial information and analysis.Find out more here about...

  • Associate Vice President, Private Capital Markets

    6 days ago

    Burlington, Canada Equiton Partners Inc. Full time

    Associate Vice-President, Capital Market Sales **About Equiton**: Founded in 2015, Equiton is a recognized leader in private equity investments and is approaching half a billion in assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real...

  • Avp, Creditor Implementation

    6 days ago

    Burlington, Canada CUMIS General Insurance Company Full time

    Company: CUMIS Department: Credit Union Distribution Employment Type: Regular Full-Time Work Model: Hybrid Language: English is required, French is an asset. Additional Information: This/these role(s) is/are currently vacant **The Opportunity**: We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and...

  • Ifm/uma Associate

    2 days ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time UMA (Unified Managed Accounts)/IFM (Investment Funds Management) Associate **to join our IFM/UMA team...

  • Financial Operations Associate

    1 week ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (“ACPI”) is a fast-growing investment dealer with a dynamic management team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity and initiative. We are currently seeking a full time **Financial Operations Associate **to join our Finance team located in...

  • Investment Operations Associate

    6 days ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time Investment Operations Associate** to join our Client Experience team in **Burlington**. **Position...

  • Technical Project Manager, Saas Operations, Avp

    6 days ago

    Burlington, Canada State Street Full time

    **Technical Project Manager, SaaS Operations*** **Company Overview** Charles River provides an end-to-end SaaS-based solution to automate front **Department Overview** The Charles River SaaS Operations team is the authority for successful Charles River Software as a Service deployment and support worldwide. Our team is comprised of highly experienced and...

  • Portfolio Manager

    6 days ago

    Burlington, Canada Mitsubishi HC Capital Canada Full time

    Join to apply for the Portfolio Manager - EOM programs role at Mitsubishi HC Capital Canada 3 days ago Be among the first 25 applicants Mitsubishi HC Capital Canada and its parent company, Mitsubishi HC Capital America, form the largest non‑captive, non‑bank commercial finance company in North America. Constantly growing and transforming, we contribute...

  • Operations Manager

    2 weeks ago

    Burlington, Canada Setay Automotive Full time

    The Operations Manager (OM) is responsible for the management of the staff, budgets and daily activity of the sales, delivery, reconditioning and service departments in the automotive resale dealership. The incumbent will direct the activities of the employees with an eye to ensuring positive results in deadlines, productivity and profitability levels, and...

  • Fixed Operations Manager

    6 days ago

    Burlington, Canada Setay Automotive Full time

    Our company is seeking a Fixed Operations Manager who manages the efficient and profitable operation of the service, recon and delivery departments. The incumbent will direct the activities of the employees with an eye to ensuring positive results in deadlines, productivity levels, and quality standards. Achievement of a reasonable operating profit, customer...

  • Cat Card Country Manager

    6 days ago

    Burlington, Canada Caterpillar Full time

    **Career Area**:Marketing / Sales / Product Support**: **Your Work Shapes the World at Caterpillar Inc.** When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don't...