- Develop, execute, align, and maintain operational strategies for Canadian Wealth Management to deliver innovative short, medium, and long term solutions while managing a team that provides core day to day support and value to the business
- Lead a team of experts in the development of operational processes, particularly in defining the Scotia Wealth Management field operational experience and deliver operational solutions to key business-driving needs
- Align Scotia Wealth Management business processes and procedures with the business objectives while leveraging internal partners to improve the client/customer experience
- Direct strategic change to the support services offered to continuously improve the field experience and seek opportunities for growth and cost reduction by exploring operational efficiencies in the business and engaging multiple support areas to carry out business strategy
- Ensure efficient and cost-effective operations by developing and managing key relationships across Wealth Management and with service partners across the Scotiabank Group
- Work with internal partners to manage key external vendor relationships (Broadridge, CGI, PureFacts and Dataphile) to ensure cost effective delivery and to ensure service levels are met or exceeded
- Lead and motivate a multi-disciplinary team of operations specialists through development, integration, and alignment of regulatory policies to deliver innovative, results-focused solutions to support the businesses and head office business line staff and to deliver a consistent and high-quality end client experience
- Consistently ensure that proper reporting, regulatory and compliance issues are being managed and delivered within the required time frames and co-ordinate operational audit report findings
- Work with cross-functional teams to influence the support and delivery of these initiatives
- Demonstrated expertise in operations within the Wealth Management industry Regulatory bodies including CIRO, IFIC and Fundserv
- 7+ years of managerial experience in a front office and/or operational group/team with a Wealth organization
- Mutual Funds product knowledge is an asset
- University degree
- High level knowledge required of numerous and diverse front and back-office systems and processes
- Must be comfortable operating within a matrix management structure
- Strongly developed multi-tasking skills are essential
- Fast-paced, high stress industry with tight deadlines, potentially conflicting priorities, and a strong need for both strategic and tactical capabilities
- Proficient in Microsoft Office applications
- Flexibility for limited travel may be required
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Director, Canadian Wealth Management Operations - Toronto, Canada - Scotiabank
Description
Is this role right for you?
In this role you will:Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have: