Advisor onboarding associate coordinating advisor transitions, documentation, and system setup at Manulife, an international financial services provider. Supporting compliance, operations, and advisor experience improvements.
About the role
- Senior Advisor guiding consumer and business portfolio planning, forecasting, and performance reviews at Desjardins. Leading federal regulatory compliance initiatives with partners and senior stakeholders.
Responsibilities
- Lead the development of comprehensive business plans across consumer and business portfolios
- Develop forecasts for consumer and business portfolios, ensuring accuracy and alignment with strategic objectives
- Lead monthly, quarterly, and annual business reviews with senior stakeholders, providing insights on performance, risks, and opportunities
- Coordinate projects to close variances identified through KPI reviews and follow through on performance-improvement activities
- Improve the efficiency and profitability of activities to achieve execution-plan targets
- Identify initiatives to generate revenue, reduce costs, and increase efficiency
- Ensure ongoing compliance with provincial and federal regulatory obligations
- Strengthen Collabria’s federal partner support framework
- Lead monthly Federal Working Group meetings
- Collaborate with internal teams and credit union partners on action plans addressing requirements
- Monitor and analyze changes in federal laws and regulations and recommend proactive, risk-informed strategies
- Ensure non-conformities are addressed through mitigation measures or formally accepted internal risk-taking for new and relaunched products
Requirements
- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Experience in delivery and execution of mandates
- Advanced experience in business planning and forecasting
- Intermediate French is required
- Advanced proficiency of English is required
- Advanced knowledge of the banking and payments industry
- Advanced knowledge of the credit card services domain, specifically its regulatory environment
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
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