Transfer Operations Lead - Transformation & Growth

National Bank of Canada; Montreal (administrative region); On-site; CAD 100,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

A leading financial institution is seeking a Director of Transfers to inspire and guide a team in the Investment Operations sector. This role involves managing non-automated transfers, ensuring quality and compliance, and fostering team development amid significant organizational transformation. Candidates should have a Bachelor's degree with relevant experience in investment processes and a passion for leadership. Join a dynamic environment that prioritizes employee engagement and well-being.

Qualifications

• 5 years of relevant experience with a Bachelor’s degree or 3 years with a Master’s degree.
• Experience in managing and coaching employees.
• Strong knowledge of RRSP, RRIF/LIF, TFSA investment processes.

Responsibilities

• Manage team development including recruitment and training.
• Foster a potential-rich environment amid transformation.
• Ensure performance in budgeting and capacity management.
• Collaborate with partners to enhance client experience.
• Ensure compliance and risk management.
• Represent the sector in committees.

Skills

Personnel management

Collaboration skills

Strong communication skills

Change management

Knowledge of investment processes

Education

Bachelor’s degree related to the field

Master’s degree

Job description

A leading financial institution is seeking a Director of Transfers to inspire and guide a team in the Investment Operations sector. This role involves managing non-automated transfers, ensuring quality and compliance, and fostering team development amid significant organizational transformation. Candidates should have a Bachelor's degree with relevant experience in investment processes and a passion for leadership. Join a dynamic environment that prioritizes employee engagement and well-being.