Full time, permanent

Starting at CAD 150,000

CEO, on an interim basis

Travel:

We are hiring our first in-house technology leader to keep our systems reliable, secure and effective as we grow. You will translate business needs into action, solve problems alongside advisors and staff, and hold managed service partners and vendors to a high standard. You will also lead practical AI adoption and develop policies for safe, compliant technology use.

Reporting to the CEO on an interim basis, you will have no direct reports at launch. IT operations and managed services:

Own the day-to-day relationship with MNP Digital, including service requests, escalations, invoice reviews and monthly service-level reviews. Oversee hardware, devices, networks, Teams calling and meeting-room technology, and provide hands-on technical support when needed.

Lead Microsoft Entra ID single sign-on across core platforms, with multi-factor authentication. Support the client portal launch, resolve access issues, and manage joiner, mover and leaver processes and quarterly access reviews.

Partner-office onboarding:

Lead device setup, Microsoft 365 email and file migrations, platform access and retirement of legacy systems, working with Integrations and Support Services.

Platform and vendor management:

Practical AI adoption:

Work with an external consultant to identify, pilot and scale useful AI workflows. Partner with the Chief Compliance Officer on privacy, confidentiality and record-keeping requirements, and maintain an inventory of AI tools in use.

Security, continuity and policy:

Own the information-security program with MNP Digital, including risk assessments, vulnerability testing, incident response and staff training. Maintain and test technology continuity and recovery plans, own the IT and AI policy framework, and prepare evidence for audits and regulatory reviews.

Technology planning and budget:

Build a rolling roadmap aligned with Sonance’s growth,



manage technology spending and licences, and report on service levels, security, projects and costs.

MNP Digital’s responsibilities and service levels are defined, with performance reviewed monthly.

Practical controls:

An approved IT and AI policy framework is in use and supported by staff training.

Systems, vendors and licences are inventoried, with a two- to three-year technology plan.

Measured AI progress:

Two or three AI use cases are piloted, with time savings or service improvements measured.

At least five years of progressive IT or technology-management experience, including direct oversight of managed service providers and vendors.

Hands-on Microsoft expertise:

Microsoft 365 administration experience across Exchange Online, SharePoint, Entra ID and Intune, including single sign-on implementation.

Security and regulatory knowledge:

Working knowledge of NIST or CIS frameworks, incident response and business continuity, plus the privacy and record-keeping obligations of registered Canadian financial-services firms.

An AI-forward approach:

Practical use of AI in your own work and the ability to explain its opportunities and risks to non-technical colleagues.

A calm, collaborative approach to troubleshooting, vendor management and work across multiple offices.

Experience in wealth management, financial advisory or another regulated financial-services environment is preferred. Familiarity with CRM, portfolio accounting, custodian integrations, client portals and the movement of data between platforms would be valuable. A degree in Computer Science, MIS or a related field, or equivalent experience, is also preferred.

This position is hybrid in Toronto, with the Home Office location at 302 Bay Street, Unit 504, Toronto, Ontario M5H 0B6. Travel to partner offices for onboarding and on-site work is expected, up to approximately 20%.

You will work closely with the CEO, Director of Integrations, Director of Support Services, Chief Compliance Officer, MNP Digital and Sonance’s core platform vendors.

📌 Manager, Digital Operations, and IT (Toronto)
🏢 Sonance Wealth Partners
📍 Toronto