Top Benefits
About the role
Company: CGL
Department: CFIS Distribution Support
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: This role operates in English.
Additional Information: This/these role(s) is/are currently vacant
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
Our knowledgeable and trusted team deliver essential information and support services, with an emphasis on enhancing performance and guiding professional development. We think strategically to build sales and business leadership skills that enable our partners to achieve excellence.
Reporting to the VP Operations and Chief Compliance Officer , the AVP Dealer Operations provides leadership to the dealer operations teams for administrative services to advisors (for Mutual Funds). Supporting the strategies of the broad dealer operation to deliver an exceptional advisor and client service experience this role will lead change in a high volume, fast paced, front line service environment. This exciting leadership opportunity requires considerable experience leading a mutual fund dealer operation given the mandate to design and manage effective processes that deliver a consistent, high quality and cost effective, compliant experience for clients and advisors. The leader will have deep expertise in the mutual fund industry, including applicable regulatory framework, industry knowledge, and a strategic mindset.
How you will create impact:
- Build the strategic vision for the future of Dealer Operations aligned with organizational distribution strategy including technology projects that can enable back office improvements and efficiencies for the client and advisor experience
- Provide insights on trends and challenges within the Canadian mutual fund industry communicating business unit strategies on CFIS processes to internal stakeholders including advisors, internal partners, and CFIS management and other committees, as applicable
- Identify and implement ways to improve productivity and client service while embracing operational discipline to deliver superior service experience with metrics that ensure sustained delivery on key performance targets
- Build strong, collaborative relationships with key internal business partners involving Advisors, Sales leaders, Compliance, Accounting, Tax, Privacy, as well as external business partners at Aviso, Responsive and other partners
- Inspiring and motivating the Operations team to execute strategic objectives through effective coaching and mentoring, identifying and developing leadership talent, and fostering an innovative, collaborative, diverse, and agile culture.
To join our team:
- 10+ years of progressive experience in Financial Services involving mutual funds, ideally at a large dealer
- You have a university degree in Business, Finance or Investment focus
- Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) an asset, or partners officers and directors course
- Experience with technology projects
- Strong communication, organizational skills and proven ability to influence others to obtain desired results
- Proven ability to make sound business decisions, experience developing and successfully executing strategies and plans
How you will succeed:
- You initiate new strategies to capitalize on opportunities and lead the implementation of organizational change.
- You integrate complex information to identify solutions or solve problems and apply a strategic mindset to adjust business plans.
- You foster innovation and continuous improvement with a focus on client experience.
- You create a high-performance culture through alignment of your team’s work with organizational goals and successfully convey messages with a sense of positive advocacy.
- You develop others to ensure the evolving needs of the organization will be met and build effective relationships to achieve key business objectives.
What you need to know:
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
What’s in it for you?
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community. In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
Salary to be discussed with successful applicants. The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.
Not the right fit? Search for AVP, Dealer Operations jobs in Burlington, ON
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
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Top Benefits
About the role
Company: CGL
Department: CFIS Distribution Support
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: This role operates in English.
Additional Information: This/these role(s) is/are currently vacant
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
Our knowledgeable and trusted team deliver essential information and support services, with an emphasis on enhancing performance and guiding professional development. We think strategically to build sales and business leadership skills that enable our partners to achieve excellence.
Reporting to the VP Operations and Chief Compliance Officer , the AVP Dealer Operations provides leadership to the dealer operations teams for administrative services to advisors (for Mutual Funds). Supporting the strategies of the broad dealer operation to deliver an exceptional advisor and client service experience this role will lead change in a high volume, fast paced, front line service environment. This exciting leadership opportunity requires considerable experience leading a mutual fund dealer operation given the mandate to design and manage effective processes that deliver a consistent, high quality and cost effective, compliant experience for clients and advisors. The leader will have deep expertise in the mutual fund industry, including applicable regulatory framework, industry knowledge, and a strategic mindset.
How you will create impact:
- Build the strategic vision for the future of Dealer Operations aligned with organizational distribution strategy including technology projects that can enable back office improvements and efficiencies for the client and advisor experience
- Provide insights on trends and challenges within the Canadian mutual fund industry communicating business unit strategies on CFIS processes to internal stakeholders including advisors, internal partners, and CFIS management and other committees, as applicable
- Identify and implement ways to improve productivity and client service while embracing operational discipline to deliver superior service experience with metrics that ensure sustained delivery on key performance targets
- Build strong, collaborative relationships with key internal business partners involving Advisors, Sales leaders, Compliance, Accounting, Tax, Privacy, as well as external business partners at Aviso, Responsive and other partners
- Inspiring and motivating the Operations team to execute strategic objectives through effective coaching and mentoring, identifying and developing leadership talent, and fostering an innovative, collaborative, diverse, and agile culture.
To join our team:
- 10+ years of progressive experience in Financial Services involving mutual funds, ideally at a large dealer
- You have a university degree in Business, Finance or Investment focus
- Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) an asset, or partners officers and directors course
- Experience with technology projects
- Strong communication, organizational skills and proven ability to influence others to obtain desired results
- Proven ability to make sound business decisions, experience developing and successfully executing strategies and plans
How you will succeed:
- You initiate new strategies to capitalize on opportunities and lead the implementation of organizational change.
- You integrate complex information to identify solutions or solve problems and apply a strategic mindset to adjust business plans.
- You foster innovation and continuous improvement with a focus on client experience.
- You create a high-performance culture through alignment of your team’s work with organizational goals and successfully convey messages with a sense of positive advocacy.
- You develop others to ensure the evolving needs of the organization will be met and build effective relationships to achieve key business objectives.
What you need to know:
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
What’s in it for you?
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community. In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
Salary to be discussed with successful applicants. The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.
Not the right fit? Search for AVP, Dealer Operations jobs in Burlington, ON
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.