Business Operations Specialist (Term Position)

Wellington-Altus•Toronto, ON

44d•$71,000 - $98,000

About The Position

The Business Operations Specialist role within Operations will support strategic projects focused on enhancing operational efficiency and client service quality. Working closely with VP, Operational Performance, this role will help to drive forward corporate initiatives, identify opportunities to streamline processes and work collaboratively across the Operations department as well as with other departments within W-A to resolve operational challenges with the end goal to deliver a superior service offering to our advisory teams and clients. This role will be required to gather, review and analyze data and processes, record and monitor progress. The incumbent will possess an analytical mindset with exceptional written communication skills.

Requirements

8+ years’ financial services industry experience working in a high growth environment.
Experience in the wealth management industry; CIRO or ICPM preferred
Experience working within Operations.
Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Experience with Advisor and Custodial Systems, including, Croesus, Account Opening, Client Portal, Kyndryl.
Experience with incident management tools such as JIRA, Monday.com, Salesforce etc.
Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
Knowledge of financial products, financial terms, and business processes of an introducing broker.
Demonstrate analytical, organizational, and problem-solving skills.
Strong organizational skills - ability to manage multiple and competing priorities, many with strict time constraints.
Demonstrated ability to independently prioritize and accomplish tasks with minimal supervision.
Proven ability to navigate rapid changes in priorities and timelines with the ability to re-strategize and reallocate resourcing as required.
An ability to maintain the highest levels of confidentiality.
Adaptability & Flexibility.
Advisor Focus.
Teamwork & Collaboration.
Drive for Results.
Must be legally eligible to work in Canada.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
Must be able to travel within Canada 0-5% of the time.

Nice To Haves

Post Secondary education; preference given to Business/Finance
Project Management Courses an asset.
Experience in the wealth management industry; CIRO or ICPM preferred

Responsibilities

Maintain and support custodian relationships across all W-A business entities, including WAPW, WAPC, and WA-USA.
Collaborate cross-functionally with IT, Project Management, Regional Management, Training & Development, and Compliance to ensure smooth execution of advisor-facing initiatives.
Promote a culture of collaboration and continuous improvement to enhance advisor systems, tools, and operational support.
Serve as an Operational Subject Matter Expert (SME) in the development of business requirements for strategic initiatives.
Document meeting minutes, track follow-up actions, and ensure timely execution of deliverables.
Contribute to cross-functional projects of varying complexity, offering operational insights to drive technology enhancements, process efficiencies, and profitability improvements.
Support corporate initiatives impacting Operations, ensuring seamless integration of new technologies and products into scalable workflows.
Review and approve operational processes and documentation as an SME.
Provide ongoing support for business-as-usual (BAU) projects, including annual reviews and execution planning.
Collect, analyze, and interpret operational data to assess process performance and identify areas for improvement.
Present key findings through clear summaries to support decision-making.
Identify and recommend opportunities to streamline workflows, improve productivity, and reduce operational costs.
Lead the development and publication of comprehensive Policy and Procedure documentation.