- 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.
- 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.
-
Senior Manager, IG Wealth Connect
3 weeks ago
IGM Financial Quebec, CanadaRequisition ID 12940 - Posted - Location (2) - Canada - Province of Job Posting (2) - Career Site (2) · IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company ...
-
Customer Service Representative
1 week ago
Scotiabank Quebec City, CanadaRequisition ID: 200801 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role As a Customer Experience Associate/ Beauport/ Permanent/ Part-time 11.25h, you are the face, character and heart of our branches. Scoti ...
-
Senior Director, Financial Planning and Analysis
4 weeks ago
IGM Financial Québec, QC, CanadaRequisition ID Posted - Location (2) - Canada - Province of Job Posting (2) - Career Site (2) · IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides ...
-
WEPOWER – Recruitment and Capital Access Lead
3 weeks ago
ROME GROUP Quebec, CanadaRecruitment & Capital Access Lead · About WEPOWER · WEPOWER is building a team full of dreamers and doers. We partner with Black and Latinx communities to build power to re-design education, economic, justice, and health systems to be just and equitable for all. We build powerful ...
-
Financial Planner
3 weeks ago
The Toronto-Dominion Bank (Canada) Quebec, CanadaWe're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role. · Job Description: · TD Wealth ...
-
EightSix Network Quebec City, Canada Part time / Full timeJob Description · Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Posted pursuant to Scotiabank's Special Program under the Employment Equity Act and Canadian Human Rights Act. While you must be an Indigenous ...
-
Customer Service Representative
1 day ago
EightSix Network Quebec City, Canada Part time / Full timeJob Description · Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate/ Beauport/ Permanent/ Part-time 11.25h, you are the face, character and heart of our branche ...
-
Financial Service Representative Financing
3 weeks ago
Canadian Imperial Bank of Commerce Québec, QC, Canada Full timeFinancial Services Representative, Sainte-Foy (Quebec) page is loaded Financial Services Representative, Sainte-Foy (Quebec) · Apply locations Sainte-Foy, QC time type Full time posted on Posted 4 Days Ago job requisition id We're building a relationship-oriented bank for the mod ...
-
Tenure-track Faculty Position in Periodontics
2 weeks ago
Université Laval Québec, CanadaNuméro d'offre 14304Job posting period April 12 to August 15, 2024 · Workplace Faculté de médecine dentaire · General information More than a school, Université Laval is an entire community in the heart of Quebec City, a complete university recognized for its culture of excellenc ...
-
Financial Advisor
1 day ago
Scotiabank Quebec City, CanadaRequisition ID: 199315 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role What your role will be: · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themselves, and w ...
-
Director, Networks Project Management
4 weeks ago
ROME GROUP Québec, QC, Canada $115,400 - $202,000Bloomberg Center of Public Innovation · The Bloomberg Center for Public Innovation at Johns Hopkins University (the Center) seeks a Director to lead a new St. Louis Innovation Team ("i-team") . · Innovation Teams unlock creativity from within city governments and the communitie ...
-
i-team Director
3 weeks ago
ROME GROUP Quebec, Canadai-team Director · Bloomberg Center of Public Innovation · St. Louis, MO · Overview · The Bloomberg Center for Public Innovation at Johns Hopkins University (the Center) seeks a Director to lead a new St. Louis Innovation Team ("i-team"). · Innovation Teams unlock creativity from ...
-
i-team Director
4 weeks ago
ROME GROUP Québec, QC, Canada $115,400 - $202,000i-team Director · Bloomberg Center of Public Innovation · St. Louis, MO · Overview · The Bloomberg Center for Public Innovation at Johns Hopkins University (the Center) seeks a Director to lead a new St. Louis Innovation Team ("i-team") . · Innovation Teams unlock creativi ...
-
Financial Services Agent
1 week ago
Desjardins Québec, CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
-
Financial Advisor
3 weeks ago
Scotiabank Québec, CanadaRequisition ID: 169492 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As a Financial Advisor you are customer-centric and able to connect with people in a relatable way. As an essential member of th ...
-
Dentiste Clinicien Enseignant ou de Dentiste
2 weeks ago
Université Laval Quebec City, CanadaThe incumbent of this position will, by the nature of his or her teaching. research and participation activities, the incumbent of this position will work primarily within the periodontics and implantology discipline at the Faculté de médecine dentaire de l'Université Laval and c ...
-
Business Analyst Wealth Management
2 weeks ago
National Bank of Canada Québec, Canada**Primary Locations**:Montreal, Quebec**: · **Attendance**:Hybrid**: · **Employee Status**:Regular**: · **Schedule**:Full-time**: · - Do you want to work with experienced colleagues and partners in Agile mode? · - Are you keen to work in a flexible and collaborative workplace? · ...
-
Customer Service Representative
2 weeks ago
Scotiabank Quebec City, CanadaRequisition ID: 165585 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Customer Service Representative - Quebec City, Part-time · **What you'll be doing** · Our Customer Service Representative (Quebec City) are the face, ...
-
Financial Advisor
1 week ago
Scotiabank Quebec City, CanadaRequisition ID: 199315 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be**: · **Financial Advisor** · At Scotiabank we help employees build their futures - where they can be th ...
-
Étudiant(E), Actions Thématiques
3 weeks ago
iA Groupe financier / iA Financial Group Quebec City, CanadaWant to join one of the leading portfolio management groups in Canada? With iA Investment Management (iAIM), part of iA Financial Group, take your career to new heights in a high-performance work environment. Our enthusiastic teams invest each day to make iAIM one of the most com ...
Senior Manager, IG Wealth Connect - Québec City, Canada - IG Wealth Management
Description
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:
Qualifications :