Senior Manager, IG Wealth Connect
3 weeks ago
Position Summary
This position will be responsible for all aspects of Corporate Channel operations including providing direction and guidance to direct reports who have a focus on administration, workflow management and process optimization. The Senior Manager is responsible for the daily operations and is knowledgeable in the business unit's functions so that resources are managed, coached and supported efficiently. The incumbent proactively manages divisional goals and long-term plans to align with the strategic objectives of the Corporation.Duties include:
Manage day-to-day functions for supporting Advisors across the Corporate Channel
Oversight of those responsible for assisting Advisors with the direct order servicing activities for registered and non-registered accounts. Activities include updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.
Provide guidance and assistance to team to ensure that all daily work and objectives are completed within stated timelines
Develop, coach, motivate, mentor, support and manage performance for team through the change management process.
Identify opportunities for business and process improvements and implement changes as developed by management team.
Ensure procedural, regulatory, compliance and departmental policies are followed by department members.
Handle escalated and complex service issues from internal and external sources.
Provide guidance on system, process, servicing model dependencies and procedural design for the Corporate Channel strategy and assist AVP with executing strategies to achieve department objectives.
Qualifications :
Process orientated with the ability to multi-task in an extremely diverse fast-paced environment.
Operational mindset, solution orientated, an excellent problem solver with mastery in business planning, business drivers and numerical analysis.
Performance-driven diligent worker with strong experience leading servicing teams
Extensive mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance.
Post secondary degree or diploma in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course or Insurance equivalent preferred.
Excellent communication skills (written, verbal and presentation). French is an asset.
Strong awareness of respectful workplace policies, ensuring an inclusive professional environment.
Minimum of 7 years experience in the financial services industry and 5 years in a leadership role
Practical experience with a CRM and the Office Suite.
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