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CFIS Business Consultant

2 weeks ago

Burlington, Ontario, Canada Co-operators Full time $80,000 - $120,000 per year

Company: CGL

Department:

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 co-operative 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 CFIS Business Consultant plays a key role in representing Co-operators Financial Investment Services (CFIS) and Dealer Operations and acts as the SME to lead project-based assignments and tasks in relation to the wealth management business. They are responsible for the development of strategic plans, identification and coordination of requirements, responsibilities and accountabilities and business readiness tactics for their team's successful execution of the project. develop/lead/facilitate and/or recommend actions and activities to increase awareness, knowledge, ability and to drive faster adoption and to ensure that business results are achieved. This role works closely with leaders, internal and external stakeholders, and other business units within the organization to ensure the project charter, strategy and impacts are understood, gaps have been identified, and actionable implementation plans have been defined.

How you will create impact:

  • Work closely with the AVP and Manager of CFIS Operations, senior leaders; internal and external business areas and stakeholders to define, identify and understand the overall strategy; goals and objectives and business need.

  • Keep abreast of the competitive market and investment funds of competitors, including consulting on, and creating awareness of challenges, industry trends, legislative changes, and their impacts.

  • Act as a subject matter expert, as well as provide support to the subject matter expert(s) on projects that involve or affect CFIS Operations.

  • Provide highly advance support for the development and execution of strategic CFIS and Wealth initiatives.
  • Work closely with CFIS leadership, the Wealth Team, and Distribution Management teams to achieve CFIS and Wealth goals through implementation of solutions for all CFIS and Wealth needs.

  • Manage multi-stakeholder relationships to ensure consistent and efficient execution of plans.

  • Build wealth strategic business plans, including determining goals that assess and improve the wealth business model, segmenting and defining ideal clients and providing input to enhance client experience.

  • Act as a point of contact to assist advisors and team members with complex situations, escalations, and complaints.

  • Research relevant information used to resolve unique situations and collaborate to determine best course of action.
  • Establish and maintain ongoing relationships with internal and external business partners.
  • Prioritize and monitor outstanding workloads to ensure that the team is meeting/exceeding service level targets.
  • Draw on knowledge and prior experiences to coach and guide team members to encourage individual high performance and productivity and to enable them to handle situations.
  • Provide continuous feedback and updates to management on development of team members, concerns and recommendations that affect interim and performance reviews, promotions, and terminations.
  • As a project resource assist in development and review of systems, policies, and procedure.
  • Support the development of new procedures and processes as it relates projects and provide input to procedure manuals as required.

To join our team:

  • In-depth knowledge of mutual fund dealer operations and policies and procedures.
  • Working knowledge of CFIS processes and systems to support the sales and servicing of mutual fund clients.
  • Knowledge of Mutual Fund Distribution & Field practices and procedures.
  • Skilled in technology and software relating to communication, presentation, databases, web-based products, audiovisual, and virtual meetings.
  • High proficiency with Outlook, WebEx, Excel, and PowerPoint.

How you will succeed:

  • You can work independently with very little guidance.
  • You have strong organizational skills, ability to manage competing priorities and multiple deadlines.
  • You can collaborate effectively with cross-functional teams.
  • You have the ability to influence and negotiate with stakeholders.
  • You have the ability to build and maintain strong relationships.
  • You are flexible to respond to changing conditions.

What you need to know:

  • 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.

To join our team:

  • In-depth knowledge of mutual fund dealer operations and policies and procedures.
  • Working knowledge of CFIS processes and systems to support the sales and servicing of mutual fund clients.
  • Knowledge of Mutual Fund Distribution & Field practices and procedures.
  • Skilled in technology and software relating to communication, presentation, databases, web-based products, audiovisual, and virtual meetings.
  • High proficiency with Outlook, WebEx, Excel, and PowerPoint.

How you will succeed:

  • You can work independently with very little guidance.
  • You have strong organizational skills, ability to manage competing priorities and multiple deadlines.
  • You can collaborate effectively with cross-functional teams.
  • You have the ability to influence and negotiate with stakeholders.
  • You have the ability to build and maintain strong relationships.
  • You are flexible to respond to changing conditions.

What you need to know:

  • 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.