Operations

• Reporting to the VP, Sales & Distribution, Personal Segment and working alongside senior sales management
• Responsible for the development and implementation of sales force effectiveness strategy for both SFR Mortgage and Reverse Mortgage sales team, and Wealth Solutions (Advisor Deposits, Reverse Mortgage)
• Leading projects to grow and optimize our sales practice and improve our operational efficiency and overall productivity
• Serving as a proactive and hands-on leader and a strategic partner to the sales leadership team
• Leading the Sales Operations and administration team including Deposit Services, sales processes, and tools to drive sales force productivity

Associate Director, Sales Operations – Strategy

• Hire, onboard, and develop a team of Tier 1 and Tier 2 Support Operations Agents and a Support Operations Administrator.
• Establish clear roles, performance expectations, and career development plans for team members.
• Foster a culture of accountability, customer focus, and effective communication.
• Own all outage communications, including internal alerts, client notifications, status updates, and resolution messaging.
• Maintain communication templates for status pages, phone announcements, Teams alerts, and client communications.
• Oversee client support across portal, email, and phone channels.
• Implement and manage a tiered support model, including escalation management and support for key clients.
• Lead the selection, implementation, and administration of the customer support platform.
• Define and track key support metrics, including SLA performance, CSAT, first-contact resolution, and escalation rates.

Senior Manager, Support Operations

• Own paid strategy and performance for our two brands
• Set audience strategy, targeting architecture, and budget allocation, with a Paid Ads Manager executing within the framework you build
• Drive efficiency improvements through sharper ICP-based audience segmentation, exclusion logic, and continuous optimization
• Run a structured test-and-learn cadence: message variants, offer tests, audience experiments and apply what you learn
• Partner with Brand & Content team on messaging inputs and creative strategy to ensure paid creative and landing page copy are grounded in brand positioning and ICP-validated messaging
• Own the web and conversion function through your direct report: Web & Conversion Manager
• Set the strategic direction for CRO across our website: your manager executes within that framework
• Ensure web tracking is set up correctly and integrated with paid reporting for clean attribution
• Own chatbot conversion rate and leads routed to pipeline
• Build and manage AI-enabled marketing workflows and campaign automation that make the team faster and more scalable, including AI agents where applicable
• Analyze and optimize performance across your channels and bring performance insights back to the team on a regular cadence

Senior Growth Marketing Manager

• Support all capital and funding operations and interface with internal partners as well as various external capital partners
• Develop a keen understanding of our loan portfolio and oversee the movement of loan related cash flows
• Build, automate, and enhance operational reporting, reconciliations, and monitoring to improve accuracy, scalability, and efficiency
• Manage ongoing internal and external audits for our funding facilities, including data validation, documentation, and coordination across stakeholders
• Support the evolution of capital operations by helping design scalable controls, governance frameworks, and operational best practices
• Lead monthly and quarterly investors financial reporting to ensure accurate and timely delivery

Capital Operations Analyst

• The Project Operations Lead will report to the New Nuclear Development (Incubator) Project Manager (PM2) and be responsible for supporting proposal development and execution of various project initiatives that are critical to successful deployment of new nuclear builds.
• This role will require leadership of project team members such as engineering, procurement, construction, project controls, commercial and internal/external stakeholders including our client and other partner organizations.
• The Project Operations Lead is expected to have sound experience in project management and understanding of engineering, procurement, construction and project controls principles.
• The Project Operations Lead is responsible for project reporting, implementation and oversight of project governance and procedures, development of work breakdown structures (WBS), estimates, schedule, contract development, risk management, change management, procurement management, subcontract management, cost/revenue forecasting and people forecasting levelling (PFL) for the project.
• Provide day‑to‑day leadership to the project organization by exemplifying AtkinsRéalis core values and ensuring alignment with safety, quality, schedule, cost, and contractual requirements.
• Develop project scope, WBS, deliverables and project estimates in compliance with governing contract documents, quality requirements, and any additional customer requirements.
• Support contract development and negotiations, including scope and change control, requirements management, subcontractor and supplier management, and governance of flow‑down requirements from the parent contract to subs and vendors.
• Apply appropriate key performance indicators (KPIs) to monitor project health and performance and to establish rigorous reporting protocols that meet all requirements of the contract, corporate standards and project-specific oversight as established by senior management or customer.
• Support risk analysis in accordance with corporate standards and industry best practices, including Monte Carlo methodology and contingency draw‑down curves.
• Make effective decisions and/or recommendations with respect to resourcing requirements on the project.
• Comply with all aspects of nuclear and industrial safety, including adherence to corporate and customer safety programs, development and enforcement of necessary training and requirements, adherence to corrective action programs and enforcement of performance standards for all the above.
• Support the proposal process by driving the proposal development as per submission deadlines and internal review governance processes.

Nuclear Development Project Operations Lead

• Lead a team of nurses committed to delivering an outstanding patient experience while ensuring the quality, efficiency, and smooth operation of clinical services.
• Directly supervise nurses and serve as the primary point of contact for physicians.
• Schedule staff, manage replacements, and ensure optimal clinical coverage.
• Participate in recruitment, onboarding, training, and performance evaluation processes.
• Act as a clinical resource, team support, and engagement leader.
• Ensure compliance with clinical standards and quality and performance objectives.
• Monitor key performance indicators (patient satisfaction, operational efficiency, wait times, etc.) and promote continuous improvement.
• Oversee the use of medical equipment and act as a super-user of the Electronic Medical Record (EMR) system.
• Maintain a patient-centered approach and a high standard of service excellence.
• Manage sensitive situations and ensure effective issue resolution.
• Collaborate with internal teams to optimize the patient journey and daily operations.
• Work with other clinics to standardize and harmonize practices.
• Participate in the implementation of new processes, technologies, and services.

Team Manager – Clinic Operations, Nursing

• Assist validation specialists with the commissioning and qualification of manufacturing equipment and cleanrooms.
• Participate in routine manufacturing operations in accordance with Good Manufacturing Practices (GMP), including:
• Cleaning and disinfecting equipment and production areas.
• Preparing materials and equipment for production.
• Contribute to the drafting and review of standard operating procedures (SOPs) related to manufacturing and cleaning processes.
• Collaborate with cross-functional teams, including Quality Assurance, Quality Control, Engineering, and Production.
• Maintain accurate and detailed records in compliance with regulatory requirements.
• Adhere to all safety and compliance protocols.
• Demonstrate knowledge of appropriate aseptic techniques.
• Communicate effectively and promptly, escalating issues that require management decisions.
• Uphold high standards of values and integrity.
• Demonstrate accountability within a team environment.

Manufacturing Operations Intern, Fractionation

• Support in the development of the strategy for the reverse mortgages business, including quantitative analysis to support forecasts, key insights, recommendations etc.
• Drive projects forward by managing internal stakeholders, developing output materials and presenting key deliverables, often independently
• Support in the execution of select strategic initiatives
• Use quantitative methods (e.g., Excel models) to develop insights that support decision making
• Perform research and fact-finding required for ‘go-no go’ decisions for potential new products and other initiatives (including financial projections and modeling)
• Become internal expert on new opportunities and support the development of business cases
• Conduct analysis to fully understand financial implications, risk, operations, and other implications of new product launches or other projects
• Coordinate between PMO, business units, and IT, often independently
• Brainstorming, structuring and problem-solving process for a range of strategic and tactical business topics including longer-term ownership of the related models (e.g., growth, LTV, pricing, operational efficiency, etc.)
• Establish repeatable processes/methodology that enable quicker turnaround on analysis
• Create and deliver presentations to communicate findings from analysis
• Manage a team and support in their analysis and problem-solving (if applicable)
• Conduct market research to support business unit and enterprise strategy (e.g., competitive position, product assessments, market sizing, etc.), including requests from other teams
• Scan various sources (e.g., news releases, journals, industry publications, etc.) to identify, track and monitor market, competitive and regulatory trends
• Stay current on recent events and share findings to related EQB parties as necessary – perform additional research and projections (when necessary) to determine how market events may affect EQB
• Monitor the housing market and key regulatory initiatives, support in developing the Bank’s position on regulatory developments and in responding to requests from the regulator
• Prepare slides and other materials for Senior Management and Board meetings and present key insights and recommendations
• Manage development of a research repository for competitor and industry trends in Canada
• Support the team with ongoing ownership and updating of key models and analysis (e.g., LTV, pricing)

Associate Manager, Strategy and Operations, Growth Businesses

• Supports the development and implementation of a comprehensive operations strategy
• Develops subject matter expertise on regulatory requirements associated with Alberta Regulation 194/2022
• Develops and maintains productive relationships with contract partners
• Collaborates with partners to refine the processes that enable commercial contract terms to translate into executable operational plans
• Interfaces with other departments responsible for the financial aspects of the relationship
• Monitors CM's relationships with key stakeholders within the collection and consolidation system
• Helps oversee Common Collection System administrative and project specialists
• Participates in the development of a well-researched and planned annual operations budget
• Prepares accurate, timely and data driven reports

Manager, Recycling Operations

• You’ll help the COO get more done across her full scope
• Help build and maintain the AI tools and business systems the company runs on — Claude skills, automations, process systems
• Support the COO’s revenue-generating work — complex deals, escalations, partnership conversations
• Help her prepare, follow through, and amplify
• Own the follow-through on complex operational processes that span multiple teams and sometimes external parties
• Follow up on commitments across the company — track what was promised, by whom, by when, and chase it before it slips
• Prep management reports from accounting and operational data
• Stay on top of partner programs — Microsoft, Anthropic, and others
• Own recurring executive deliverables — board presentations, leadership reports, company-wide updates
• Handle whatever else she needs

Operations Coordinator

• Architect and embed a best in class Operational Excellence operating system
• Lead a team accountable for transforming performance across dealer differentiated capabilities
• Influence and align senior leaders and frontline teams around a shared way of working
• Drive meaningful enterprise-wide change and leave a lasting impact

Head of Operational Excellence

• Manage the movement of goods from global manufacturing partners via sea, air, and road
• Oversee cross-border shipments (Canada/US), customs documentation, HTS classification, and duty drawback programs
• Serve as the primary point of contact for 3PLs and distribution center operations teams
• Maintain and troubleshoot system integrations across ERP, OMS, and WMS platforms
• Partner closely with Planning, Finance, Retail Ops, Wholesale, and Amazon channel leads

Logistics & Operations Specialist

• Lead and support a team of ROC Controllers to ensure safe, reliable, and compliant day-to-day operations of renewable generation assets, acting as the primary escalation point for complex or abnormal events.
• Independently manage high-risk, non-routine operational scenarios requiring expert knowledge of renewable generation, grid reliability, and control room operations.
• Coordinate and prioritize real-time controller activities to respond effectively to alarms, outages, grid instructions, and weather-driven events.
• Ensure strict adherence to North American Electric Reliability Corp (NERC) reliability standards, Independent System Operators / Regional Transmission Organizations (ISO/RTO) requirements, and internal procedures, including documentation, communications, and event reporting.
• Communicate complex operational updates clearly to internal stakeholders, site teams, and external grid operators, especially during critical or time-sensitive situations.
• Contribute to the development and continuous improvement of control room procedures, tools, and operational best practices.

Team Lead – Remote Operations Center

• Implement sustainable processes and systems to increase refinery margins by 2-3%
• Specialize in achieving tens of millions of dollars in performance improvements within 6-8 months
• Use data analytics, industry know-how, and technical experience to implement improvement engagements in over 40 refineries globally

Process Engineer – Refinery Operations

• Investigate and assist with identifying incoming unidentified payments.
• Liaise with customers to resolve outstanding payment identification issues.
• Conduct follow‑ups with customers and vendors as required, including: Cheque inquiries (e.g., name mismatches, unsigned cheques)
• Payment processing issues (PAPP rejections, setup issues)
• Review cheque inquiries and submit appropriate documentation to create and apply fees.
• Reconcile accounts as required to ensure accuracy and completeness.
• Manage and maintain GL reports by: Ensuring all received payments are applied to the correct contracts
• Reviewing, actioning, updating, and commenting on GL reports on a monthly basis
• Prepare and review reports, including: End‑of‑term asset status reports
• Automatic payment corrections
• Term adjustments
• Purchase Option adjustments
• System yield audits
• Conduct assigned daily, weekly, monthly, and ad‑hoc/system audits, documenting and completing findings as required.
• Validate and approve equipment exchanges
• Collaborate with internal departments to complete requests efficiently.
• Ensure accurate and timely system updates and processing of paperwork within 24 hours of receiving all required information.
• Act as backup support for team members as assigned by the Manager.
• Meet or exceed established daily, weekly, and monthly KPIs and SLAs.
• Participate in system enhancements, automation testing, and special projects as requested by management.
• Support team workload distribution by completing additional administrative responsibilities as needed.

Portfolio Specialist, Operations

• Look at a cluttered backlog and start thinking about how to fix it
• Bring structure where others bring chaos
• Facilitate a release readiness conversation
• Write a process map that a new team member can follow
• Coordinate delivery across a growing specialty insurance MGA

Delivery Operations Analyst

• Handle all inbound / outbound documentation to the Pickering Office
• Ensure scanning and archiving in our system of record
• Manage checks daily deposits and prepare / courier VCCI cheques to vendors and customers
• Open, sort and scan inbound mail
• Validate signature and verify information on original documentation received for electronic contracts
• Print, prepare and courier outbound mail initiated by Customer Operations and Customer Advocacy groups
• Support Customer operations with administrative daily tasks including managing the inbox for various departments

Customer Operations Administrator

• Provides strategic and operational leadership for the institute.
• Collaborates with academic leadership on strategic plan and program evaluations.
• Responsible for program development and implementation.
• Implements and participates in institute governance and advisory structures.

Operations Manager

• Own our webinar program end-to-end — from scheduling and registration through promotion, follow-up, and reporting
• Lead speaker coordination, attendee management, and platform execution
• Drive a consistent monthly webinar cadence (minimum 1 per month) and hold the program to that pace
• Build and own our event calendar; every event goes to market with a clear brief, budget, and pipeline target
• Manage all event logistics: venue, vendor, swag, shipping, attendee communications, and post-event follow-up. Some travel may be required.
• Lead execution for trade shows, partner activations, and field marketing programs across our two brands
• Own execution for co-webinars and co-marketing programs alongside our Partner Marketing Manager as needed
• Report on program performance and bring insights back to the team — not just the numbers, but what they mean
• Own the campaign calendar — every program, every asset deadline, every launch date, all in one place
• Coordinate across design, content, paid, and lifecycle teams to make sure programs launch on time with the right assets
• Build and maintain repeatable workflows that make the team faster over time — we use Asana and HubSpot and we want someone who builds systems, not just uses them
• Run a regular feedback cadence with our SDR and AE teams — what messaging is resonating, what program leads are converting, what's coming up in conversations
• Document what you learn and bring it back to the team so every program gets sharper than the last
• Coordinate post-program lead handoff.

Revenue Programs Marketing Manager

• Provide coordinated operational support across National Operations.
• Support leadership initiatives by monitoring progress, maintaining key documentation, and driving follow-up on outstanding deliverables.
• Manage operational data, trackers, and reporting tools.
• Develop and maintain reports, dashboards, and visual summaries.
• Conduct research and analysis in support of strategic priorities.
• Develop and maintain process maps, workflows, and operational documentation.
• Perform additional administrative, analytical, and operational tasks as required.

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