Bilingual Relationship Manager
4 weeks ago
“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English, in addition to French, because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and they will serve an English-speaking clientele frequently.”
As a Relationship Manager, you will be responsible for managing the relationship with the SM Quebec Region, by providing operational support to the business, focusing on day-to-day issue management and adjudication, initiative support, training, and education of colleagues. You will be required to liaise between the Quebec Region Branches and Canadian Wealth Management Operations (CWMO) with a focus on process improvement, project management and general operational support.
Is this role right for you? In this role you will:
Represent the Quebec Region in strategic and tactical decisions for new and ongoing initiatives, as well as regular occurrences of business processes Share best practices and/or processes that CWMO are facilitating Act as the Quebec Region’s first point of contact for any escalations Be aware and intune with any special Quebec only requirements or any upcoming large-scale impacts to CWMO Maintain the dashboard of CWMO metrics Reinforce centrally issued operations communications for the Quebec Region ensuring up-to-date information is disseminated to branch leadership Host regular calls between regional leadership, branch management and CWMO, creating the agenda, hosting the call, and managing any action item follow-up Develop and maintain partnerships with key internal partners such as other operational teams, technology, compliance, and other Wealth Management business partners as well as external industry peers to influence business decision making on operational policy and process Provide support with the implementation and documentation of operational processes and procedures including writing and editing documentationThe Must Haves:
Must be fully bilingual in French and English University degree required 5+ years of relevant work experience Experience in an investment/brokerage operations environment is required Knowledge of Wealth Applications is an asset such as Broadridge, Salesforce, Score, Charles River Project Management experience is an asset Intermediate to advanced knowledge of MS Office, Visio, Excel, Adobe Acrobat Professional is required Experience with managing a team and developing talent Experience working with technology partnersDo you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Effective communication skills Strong relationship management skills to build and maintain strong relationships with various stakeholders An ability to influence towards delivering innovative, results-focused solutions that are in line with the goals of the business An ability to speak confidently with various senior leaders Effective communications skills both verbal and written Strong people skills An ability to set clear expectations and work with deadlines Strong analytical skills with the ability to understand the various elements of operations and identify the problem and propose a solution Pro-active in your quest for knowledge of operations, with a strong strategic thinking capability, think outside the box, problem solve and multi-task The ability to work independently and prioritize tasks and manage time efficiently, without direct input or oversight The ability to work effectively in a group environment across various operations, front office, and functional areas-
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