Financial Planning and Analysis

• Be responsible for taking on team escalations and client complaints, analyzing root causes and implementing corrective actions
• Be responsible for leading a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives and ensure effective performance management
• Work with product teams, trade desk and operations team to modify and enhance product specifications to meet client demand
• Identify operational improvements to improve productivity and efficiency
• Be responsible for overseeing risk and meeting compliance requirements across all of our trading processes
• Grow team expertise to align with business demand and objectives; assess team skills and capabilities and continually look for ways to provide and enhance value delivered

Team Lead, Investment Representative

Director of Strategic Finance

Financial Systems Manager

Associate Vice President, Finance

Director, Sales – Canadian Financial Institutions