29 Aug
|
Jobtailor
|
Toronto
Act as a subject matter expert on enterprise-level wealth management and operations initiatives Develop dealer processes and implement workflows to deliver excellent service to advisors and clients Lead operational excellence within the wealth business through productive, best-in-class processes Develop and maintain collaborative relationships with internal and external partners Liaise with advisors, compliance, product, management, carrying brokers, third-party vendors, and manufacturers Lead or support projects related to establishing and enhancing the dealer platform Lead operational processing and day-to-day business requirements, including transaction processing, reconciliation, fees,
📌 Bilingual Slcsi Operations Specialist (Toronto)
🏢 Jobtailor
📍 Toronto