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 documentation
The Must Haves :
Must be fully bilingual in French and EnglishUniversity degree required5+ years of relevant work experienceExperience in an investment / brokerage operations environment is requiredKnowledge of Wealth Applications is an asset such as Broadridge, Salesforce, Score, Charles RiverProject Management experience is an assetIntermediate to advanced knowledge of MS Office, Visio, Excel, Adobe Acrobat Professional is requiredExperience with managing a team and developing talentExperience 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 skillsStrong relationship management skills to build and maintain strong relationships with various stakeholdersAn ability to influence towards delivering innovative, results-focused solutions that are in line with the goals of the businessAn ability to speak confidently with various senior leadersEffective communications skills both verbal and writtenStrong people skillsAn ability to set clear expectations and work with deadlinesStrong analytical skills with the ability to understand the various elements of operations and identify the problem and propose a solutionPro-active in your quest for knowledge of operations, with a strong strategic thinking capability, think outside the box, problem solve and multi-taskThe ability to work independently and prioritize tasks and manage time efficiently, without direct input or oversightThe ability to work effectively in a group environment across various operations, front office, and functional areas