Quality Assurance Technician at JBS Ontario conducting food safety checks in the seafood division. Collaborating with production teams and monitoring compliance to quality standards in Belleville, ON.
About the role
- Manager, Financial Planning Strategy at Sun Life responsible for ensuring high-quality financial roadmaps for clients. Leading initiatives and collaborating with advisors and stakeholders to improve financial planning services.
Responsibilities
- Develop tactics to achieve and execute on financial planning strategic initiatives
- Lead financial planning strategy projects from conception to completion
- Drive planning results including financial plan volumes and quality metrics
- Track and analyze results against strategic goals and targets
- Oversee and monitor the quality assurance team review process and risk model
- Manage review volumes and SLAs to ensure timely feedback to advisors and leaders
- Communicate with advisors on financial roadmap quality issues
- Manage and coordinate remediation for financial roadmaps with partners teams
- Support the maintenance and continuous improvement of plan quality
- Perform other duties and special projects as assigned from time to time
- Collaborate with internal stakeholders to create and manage a strategic roadmap for financial planning projects
- Identifying opportunities for improvement and implementing best practices to ensure seamless delivery of financial planning services to our clients.
Requirements
- 5+ years in a strategy and project execution role
- 5+ years of experience with Financial Planning techniques, processes standards and regulation in Canada
- Strategic thinking and execution capabilities
- Strong data analysis and reporting skills
- Knowledge and experience of industry compliance standards and practices
- Experience assisting with and/or completing compliance audits or tests
- Strong research and analytical skills
- Strong interpersonal and communication skills and ability to negotiate at all levels of the organization
- Adaptability, exceptional organizational skills, and strong attention to detail
- High proficiency with technology: Microsoft Excel (experience with pivot tables, V-look ups), data analytics, AI tools
- Knowledge of the financial planning industry including emerging trends and opportunities
- Excellent verbal and written communication skills.
Benefits
- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health – mental, physical and financial
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