Senior Consultant driving business and risk initiatives within the Canadian wealth management sector. Leading collaborative efforts to enhance competitiveness and advisor, client, and employee experiences.
Responsibilities
Lead and manage a portfolio of business and risk initiatives from definition to delivery in collaboration with various organizational partners throughout an initiative’s lifecycle
Translate ambiguous business issues into clearly defined and scoped problem statements
Employ a variety of research, analysis, and collaborative problem-solving approaches to identify, define, and align on creative solutions to problems
Support the translation of business recommendations into detailed business and technical requirements and plans for delivery and implementation
Perform Business Process Reviews to identify risks and potential failure points, and recommend/implement risk mitigation and control solutions
Coordinate and guide projects as a key stakeholder during build and launch phases
Effectively monitor results of launched initiatives, identify and implement corrective actions where required, and generate learnings from initiative closure
Proactively identify issues and areas for transformation aligned to strategic objectives
Requirements
Strong working knowledge and understanding of the Canadian retail wealth industry (investment services, investment funds, wealth management, etc.)
Completion of IFIC and/or CSC courses (or to be completed within 12 months of start date)
Minimum 5 years of relevant business experience, preferably in or related to Mutual Fund Dealer or Investment Dealer operations, risk management, transformation, and enablement
Accreditations and certifications related to Mutual Fund or Investment Dealer businesses, risk management, program management, and/or business analysis
Excellent oral and written communication, presentation, and interpersonal skills
Experience working with data and business modelling, including Excel models and analysis to process, analyze, interpret, and synthesize large volumes of data
Strong organizational and management skills to plan and manage a portfolio of competing business initiatives
Benefits
Flexible Benefits from the day you join to meet the needs of you and your family
Opportunity to move along a variety of career paths with amazing networking potential
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