Director, Operations - Registered Plans Estates

Director, Operations - Registered Plans Estates
Aviso Wealth, Canada

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
Bachelor's Degree
Total Vacancies
1 Job
Posted on
Apr 28, 2021
Last Date
May 28, 2021
Location(s)

Job Description

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Director, Operations to join our Operations team.

Reporting to the VP, Operations the Manager, Operations is responsible leading the Operations Department and providing strategic direction with a focus on achieving service level agreements for our Credit Union Partners. The Director, Operations will lead the transformation of the Reg Plans and Estates processes including process improvement, automation and collaboration with our external Partners. This role will also lead a team of professionals focused on finding efficiencies and system enhancements.

Who you are:

  • Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
  • Leadership You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

  • Set a positive leadership culture through gaining respect of staff, peers and stakeholders
  • Ensure staff members receive timely and appropriate coaching, feedback, training and development
  • Hold staff members accountable for meeting quality and service level agreements
  • Coach staff to ensure they fully understand their responsibilities and their value to Aviso, maintaining employee engagement and motivating to improve performance
  • Responsible for service levels relating to processing and managing information in accordance with operations procedures, company policies and industry regulations
  • Contribute to the overall Operations strategy and transformation to deliver the most efficient and effective end to end client experience.
  • Lead the transformation of the New Accounts function to simplify processes, align talent and increase the use of technology in the end to end.
  • Proactively provide communications between our internal and external partners and maintain service levels and problem resolution at the highest level
  • Manage activities of Operations functions to ensure timely and accurate processing of transactions with prompt follow-up on any exceptions
  • Assist with all internal and external audits and be involved with requirements related to Qualified Intermediaries (QI)
  • Maintain our book of record system providing the storage of documentation, through Laserfiche and imaging/templating records for CSI and CD business lines
  • Distribute carrying broker daily/monthly reports to end users and backup according to departmental policy
  • Accountable for all operational bank and control account reconciliations for all Business lines
  • Act as a subject matter expert on critical strategic projects

Requirements

Your experience and skills:

  • Bachelors’ Degree in Commerce, Business Management or a related field is an asset
  • Minimum 5 years of progressive work experience in the Mutual Fund or Brokerage industry, with at least 2 years in a supervisory role
  • Successful c

Job Specification

Job Rewards and Benefits

Aviso Wealth

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