Senior Director, Operations - Bilingual - Partner- Worldsource Wealth Management

Aviso; Markham; On-site; CAD 130,000 - 150,000; Full time

Job summary

A leading company in the financial sector seeks a Senior Director of Operations in Markham. This role focuses on leading the Operations team, applying business strategies, and improving client experiences. Candidates must possess extensive management experience and be bilingual in English and French.

Qualifications

• 5+ years in Dealer Operations Management at a financial institution supporting IIROC and MFDA.
• 10+ years in leadership roles with strategic succession planning.

Responsibilities

• Manage, motivate, and develop the Operations team.
• Create a service-first environment and develop strong relationships with stakeholders.
• Analyze corporate structure to create operational efficiencies.

Skills

Problem Solving

Decision Making

Interpersonal Skills

Leadership

Education

Bachelor's degree

Tools

Dataphile

Job description

Senior Director, Operations - Bilingual - Partner- Worldsource Wealth Management

Senior Director, Operations - Bilingual - Partner- Worldsource Wealth Management

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The Senior Director, Operations is responsible for management, leadership, and development of the Operations team. This includes applying business strategies and objectives to ensure that direct reports and functional teams are aligned to meet and exceed the goals and SLA's for both our MFDA and IIROC back office.

ESSENTIAL FUNCTIONS:

• Managing, motivating, coaching and developing the Operations team, which includes instilling an attitude of owning the problem at all levels within the Operations department
• Understanding, translating, communicating, and applying business strategies and objectives, ensuring that direct reports and functional teams are aligned to overall strategy, objectives, and best practices
• Creating a service first environment, focused on providing superior client experience to our advisors and partners
• Developing and building strong productive working relationships with external and internal stakeholders
• Leading and participating in executive level business and technology discussions
• Participating in corporate conferences and industry events
• Solving complex issues that are high impact to clients and working closely with managers and senior managers to ensure clear communication and handoff points to impacted departments and stakeholders
• Developing and implementing Advisor/Branch efficiencies within the Worldsource network
• Analyzing the corporate structure and assisting in creating operational efficiencies within each area with the objective of reducing expenses
• Managing, planning and projecting the departmental budget to ensure that departmental and corporate objectives are met
• Participating in corporate strategic planning and developing strategies to implement initiatives; and
• Developing and implementing Operations policies and procedures to facilitate the achievement of financial and operational objectives

JOB STATEMENT:

The Senior Director, Operations is responsible for management, leadership, and development of the Operations team. This includes applying business strategies and objectives to ensure that direct reports and functional teams are aligned to meet and exceed the goals and SLA's for both our MFDA and IIROC back office.

ESSENTIAL FUNCTIONS:

• Managing, motivating, coaching and developing the Operations team, which includes instilling an attitude of owning the problem at all levels within the Operations department
• Understanding, translating, communicating, and applying business strategies and objectives, ensuring that direct reports and functional teams are aligned to overall strategy, objectives, and best practices
• Creating a service first environment, focused on providing superior client experience to our advisors and partners
• Developing and building strong productive working relationships with external and internal stakeholders
• Leading and participating in executive level business and technology discussions
• Participating in corporate conferences and industry events
• Solving complex issues that are high impact to clients and working closely with managers and senior managers to ensure clear communication and handoff points to impacted departments and stakeholders
• Developing and implementing Advisor/Branch efficiencies within the Worldsource network
• Analyzing the corporate structure and assisting in creating operational efficiencies within each area with the objective of reducing expenses
• Managing, planning and projecting the departmental budget to ensure that departmental and corporate objectives are met
• Participating in corporate strategic planning and developing strategies to implement initiatives; and
• Developing and implementing Operations policies and procedures to facilitate the achievement of financial and operational objectives

Requirements

• Bachelor's degree
• 5+ years of demonstrated Dealer Operations Management experience at a financial institution supporting IIROC and MFDA management, coaching and team leadership skills

• 10+ years in a leadership and people management position with proven experience developing a strategic succession plan that fosters growth opportunities and provides career development through daily coaching and mentoring
• Exceptional problem solving, partnering, decision making and critical thinking
• Deep expertise in Settlements, Trading and/or Corporate Actions and proven experience meeting SLA's
• Remaining current on legislation governing registered products, securities, and mutual funds
• Successful completion of the PDO course and the CSC

• Knowledge of, and experience with, Dataphile considered an asset
• Excellent decision-making, prioritizing, change management, presentation, and interpersonal skills with the ability to establish and maintain effective working relationships both internally and externally
• Bilingual communication skills in both English and French

Benefits

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

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