Requisition ID : 272836

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Job Purpose : The Operational Effectiveness Analyst is responsible for supporting operational excellence across Scotia Jarislowsky Fraser (SJF) by developing, maintaining, and continuously improving processes, procedures, controls, and operational practices related to the management of client accounts. The role supports an exceptional client experience by identifying opportunities to improve operational efficiency, mitigate risk, respond to evolving business needs, and enable business growth.

The incumbent conducts research, analysis, and investigations into operational issues and improvement opportunities and works collaboratively with business stakeholders, operational teams, and leadership to design, implement, communicate, and monitor solutions. This includes supporting technology enhancements, operational projects, and business initiatives that deliver value to the organization.

The role also serves as a key point of contact for the SJF National Operations function, responding to inquiries from Relationship Management teams, support staff, and business partners on matters related to operations, systems, processes, client administration, and other business requests. Inquiries may range from routine to highly complex and require research, analysis, validation, and coordination across multiple teams, processes, and systems to resolve issues, identify improvements, or escalate as appropriate.

The incumbent works closely with the SJF Executive Office, Regional Directors, Market Leads, Governance Operations Managers and their teams across Canada, as well as key Wealth Management partners to drive operational effectiveness and continuous improvement.

Key Accountabilities :



Operational Process Improvement :

- Analyze current-state processes to identify operational gaps, risks, inefficiencies, and opportunities for improvement.
- Conduct research and business analysis to support process redesign, operational enhancements, and future-state solutions.
- Develop, maintain, and update operational procedures, workflows, controls, forms, user guides, and other supporting documentation.
- Recommend and implement operational improvements that enhance efficiency, reduce risk, improve scalability, and support business objectives.
- Partner with business stakeholders, operational leaders, and change management teams to support process and technology initiatives.
- Support requirements gathering, testing, pilot activities, implementation planning, communications, training, adoption, and post-implementation activities.
- Monitor, measure, and report on the effectiveness and outcomes of operational improvement initiatives.

Client Administration and Operational Excellence :

- Serve as a primary point of contact for operational inquiries received through the SJF National Operations mailbox and other channels.
- Research, investigate, and resolve operational issues impacting field teams and support functions while ensuring timely and accurate responses.
- Assess process quality and maturity and identify opportunities for continuous improvement.
- Coordinate operational projects,



including documentation, stakeholder engagement, reporting, and meeting facilitation.
- Maintain operational knowledge repositories, best practice resources, and WealthNet content.
- Identify operational risks and recommend practical solutions that improve effectiveness and the client experience.

National Operations Initiatives :

- Support the execution of strategic operational priorities, business initiatives, and projects.
- Conduct operational reviews and assessments to identify performance gaps and opportunities for enhancement.
- Prepare communications, implementation materials, process documentation, and stakeholder updates.
- Organize and facilitate meetings, document decisions and action items, and provide status updates to stakeholders.
- Anticipate project risks and issues and recommend mitigation strategies to support successful delivery.
- Participate in post-implementation reviews and operational planning activities.
- Promote a culture of collaboration, accountability, continuous improvement, and open communication.

Team Effectiveness :

- Actively participate in team meetings, learning opportunities, and business initiatives while balancing operational priorities.
- Demonstrate sound judgment and discretion when handling confidential or sensitive information.
- Share operational expertise, best practices, and knowledge to support team effectiveness and development.
- Contribute to team goals, business priorities, and a culture of continuous learning and improvement.
- Develop and execute a meaningful career development plan aligned with business and career objectives.

Education and Experience :

- University degree, college diploma, or an equivalent combination of educati

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