Senior Manager, Investment Operations

Questrade Financial Group•Toronto, ON

3d•Hybrid

About The Position

Questrade Financial Group (QFG) is a financial services company that offers a range of services including investment, wealth management, mortgages, and real estate. They utilize cutting-edge technology to help Canadians achieve financial success. QFG combines human-centric collaboration with AI-driven innovation to redefine financial services and enhance customer experiences. The company fosters a diverse, inclusive, and hybrid workplace that encourages creativity and curiosity. This role is for an existing vacancy within the Questbank Operations team.

Requirements

5-7+ years of experience in Investment Operations, Wealth Management, and Retail Banking (Deposit focus).
5+ years of people management, including training, development, & staff performance.
Strong leadership and staff management skills.
Strong communication, interpersonal, analytical and problem solving skills.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Deep knowledge of Canadian registered plans (TFSA, RRSP, etc.) and CRA reporting requirements.
Experience with GIC administration and interest calculation methodologies.
Exceptional accuracy in managing financial data and complex regulatory filings.
Strong understanding of core banking systems and sub-ledger accounting.
Ability to navigate complex tax and registration issues for clients.
Strong interpersonal skills to partner effectively with Product, Risk, and Sales teams.

Nice To Haves

CPA or CFA designation (or progress towards) is considered a strong asset.
Certified Fraud Examiner (CFE) or Certified Financial Crime Specialist (CFCS).

Responsibilities

Oversee the end-to-end operational processing for GICs (origination, renewals, and maturity) and HISA products.
Own the operational compliance and administration of registered accounts (TFSA, RRSP, FHSA, etc.), including contribution tracking and withdrawals.
Ensure all investment sub-ledgers reconcile perfectly with the general ledger and verify interest accruals and postings daily.
Manage the seasonal and ongoing operational requirements for CRA tax reporting and client tax slip production.
Lead the operational readiness and execution for new investment product launches and promotional rate campaigns.
Collaborate closely with the Product team to translate investment roadmaps into scalable operational workflows.
Lead and develop a specialized team of Investment Operations Analysts, ensuring a high degree of technical proficiency and attention to detail.
Ensure all investment operations adhere to CRA regulations, CDIC requirements, and OSFI guidelines.
Serve as a subject matter expert for internal and external audits related to investment products and tax reporting.
Maintain and update operational procedures to reflect changes in risk, compliance, governance, regulatory expectations or general procedural changes.
Automate processes and find efficiencies through AI utilization.