Order Mgmt Deliver Operator Jobs

At least three years of relevant portfolio management experience supporting clients in a wealth management team

Delivering exceptional portfolio management support and advice to our existing and growing book of clients.

Collaborating with the customer experience team to ensure that clients are onboarded in a smooth and seamless way;

Certified Financial Planner (CFP) and/or Canadian Investment Manager (CIM) designation would be considered an asset .

Prior experience managing high net worth clients in a servicing/sales capacity

Strong analytical and relationship building skills

Experience with process mapping and / or project management methodology

System requirement identification and documentation analysis

Plan and facilitate workshops to identify and validate requirements with IS and business stakeholders in support of projects and opportunities.

Ability to adjust to changing priorities and manage customer expectations

Bachelor's Degree or equivalent relevant experience.

Flexible and competitive benefits package

Typically 9+ years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.

Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.

Collaborates in the design, implementation and management of core business/group processes.

Supports management of processes using established methodologies and tools/system/technology.

Broader work or accountabilities may be assigned as needed. Qualifications:

3-5 years experience in an project management role

Project management / change management for the process and stakeholder teams for critical digital adoption projects

Undergraduate Degree in Business/Finance, Statistics, Applied Science or similar related field is considered an asset

Advanced Excel and PowerPoint skills, including presentation delivery

Excellent communications skills, both written and verbal (ability to effectively communicate and present to people at all levels)

Development and contribution to Executive-Level presentations

Be at least 21 years old

Have a 2-door or 4-door car that is 20 years old or newer

Have a valid Full Class license (Class 5, G etc.), vehicle registration and proof of vehicle insurance

Have proof of Canadian work eligibility (Canadian Passport, Study or Work permit, Canadian Birth Certificate, Permanent Resident or Citizenship Card)

Be at least 18 years old

Have proof of Canadian work eligibility