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Added 11 days ago
Directeur(trice) associé(e), Conformité / Associate Director Finance Compliance
Merck Canada
Kirkland, QC
Full-time
Added 12 days ago
Directeur(trice) associé(e), Conformité / Associate Director Finance Compliance
Merck
Kirkland, QC
Full-time
Added 12 days ago
Directeur(trice) associé(e), Conformité / Associate Director Finance Compliance
MSD
Kirkland, QC
Full-time
Added 10 days ago
Associate Director, Deal Management, Control Room (Compliance)
RBC
Toronto, ON
Full-time
As Associate Director, you will be a key Relationship Manager and Compliance advisor for all private-side business units within RBC Capital Markets (Canada) and escalation of conflicts…
Added 10 days ago
Associate Director, Deal Management, Control Room (Compliance)
Royal Bank of Canada
Toronto, ON
Full-time
As Associate Director, you will be a key Relationship Manager and Compliance advisor for all private-side business units within RBC Capital Markets (Canada) and escalation of conflicts…
Added 2 months ago
Associate / Associate Director Strategy & Feasibility
WSP in Canada
Toronto, ON
Full-time
…in an Independent Safety Assessment (ISA) capacity to ensure compliance with applicable standards, regulations, and best…
Added 2 months ago
Associate / Associate Director Strategy & Feasibility
WSP in Canada
Toronto, ON
Full-time
…in an Independent Safety Assessment (ISA) capacity to ensure compliance with applicable standards, regulations, and best…
Added 27 days ago
Associate or Associate Director
National Bank of Canada
Montreal, QC
Full-time
A career as an Associate or Associate Director, Business Integrator on the New Products and Activities team at National Bank of Canada Capital Markets means acting as a key driver of new…
Added 5 days ago
Associate Director Engineering (Director)
Evonik
Burnaby, BC
Full-time
…the good fortune of being spared the typically chilly winters associated with Canada. Vancouver is often called ‘two cities in one’ because people are equally prone to enjoy the bustling…
Added 6 days ago
Associate Director of Child Care
MNA
Edmonton, AB
Full-time
The Otipemisiwak Métis Government is recruiting for an Associate Director of Child Care. Reporting directly to the Director of Children and Family Services and working closely with the…
Added 11 days ago
Associate Director of Family Reunification
MNA
Edmonton, AB
Full-time
Reporting to the Director of Children and Family Services, and working closely with the Associate Director of Children and Family Services, the Associate Director of Family Reunification…
Added 25 days ago
Associate Director of Wellness
The Care Group
Qualicum Beach, BC
Full-time
As the Associate Director of Wellness, you will provide strategic and operational leadership for the Wellness Department, ensuring the delivery of safe, high-quality, resident-centred care…
Added 25 days ago
Associate Director of Wellness
The Care Group
Qualicum Beach, BC
$85,000 to $120,000 CAD / year
Full-time
As the Associate Director of Wellness, you will provide strategic and operational leadership for the Wellness Department, ensuring the delivery of safe, high-quality, resident-centred care…
Added 27 days ago
Regulatory Compliance Associate
Pacific Smoke International Inc.
Markham, ON
$50,000 to $65,000 CAD / year
Full-time
Regulatory Compliance Associate (Bilingual -Mandarin Speaking)
Added 5 days ago
Associate Director
Bayshore
Mississauga, ON
The Associate Director, under the direction of Director, PSS oversees, at a strategic level, two or more pharmaceutical program managers responsible for different clients The Pharmaceutical…
Added 2 days ago
Associate Director of Care (RN)
Sienna Senior Living
Mississauga, ON
Full-time
…environment where you will make a meaningful difference. As the Associate Director of Care, your responsibilities will include overseeing clinical operations, leading clinical staff, and…
Added 3 days ago
Associate Director, Governance and Strategic Initiatives (GSI)
RBC
Toronto, ON
Full-time
As an integral member of the Global Capital Markets Compliance Governance and Strategic Initiatives (“GSI”) team, the Associate Director helps support the Global and Regional Capital…
Added 3 days ago
Associate Director, Governance and Strategic Initiatives (GSI)
Royal Bank of Canada
Toronto, ON
Full-time
As an integral member of the Global Capital Markets Compliance Governance and Strategic Initiatives (“GSI”) team, the Associate Director helps support the Global and Regional Capital…
Added 3 months ago
Salesforce Associate Director | Financial Services
Plative
Canada
Full-time
As Associate Director of Financial Services at Plative, you will report to our Senior Director of Salesforce Delivery and will lead our Salesforce Financial Services consulting practice.…
Added 20 days ago
Salesforce Associate Director | Financial Services
Plative
Canada
As Associate Director of Financial Services at Plative, you will report to our Senior Director of Salesforce Delivery and will lead our Salesforce Financial Services consulting practice.…
Added 16 days ago
Associate Director, Employee Health and Safety
Surrey Schools (School District #36 Surrey)
Surrey, BC
$126,961 to $158,701 CAD / year
Full-time
Reporting to the Chief Human Resources Officer, the Associate Director, Employee Health & Safety provides strategic leadership for the District’s employee health, safety, and disability…
Added 4 days ago
Job Title Associate Director - Health Vancouver
Lookout Housing + Health Society
New Westminster, BC
Contract
Reporting to the Director of Health, this position provides the highest level of support to both Health and HousingOperations within the region assigned. Key duties and responsibilities…
Added 4 days ago
Job Title Associate Director - Health Fraser
Lookout Housing + Health Society
New Westminster, BC
Contract
Reporting to the Director of Health, this position provides the highest level of support to both Health and HousingOperations within the region assigned. Key duties and responsibilities…
Added 22 days ago
Associate Director of Care (RAI) - Permanent Full Time
Sienna Senior Living
Keswick, ON
Full-time
…environment where you will make a meaningful difference. As the Associate Director of Care, your responsibilities will include overseeing clinical operations, leading clinical staff, and…
Added 6 days ago
Associate Director of Care | Temporary Full-Time
Sienna Senior Living
Toronto, ON
Full-time
…environment where you will make a meaningful difference. As the Associate Director of Care, your responsibilities will include overseeing clinical operations, leading clinical staff, and…

Plative

Salesforce Associate Director | Financial Services

Canada

Posting language: English
Posted: Aug 30, 2026

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Original job description

As Associate Director of Financial Services at Plative, you will report to our Senior Director of Salesforce Delivery and will lead our Salesforce Financial Services consulting practice. Associate Directors at Plative are key members of our leadership team, and are responsible for: (a) maintaining delivery excellence and customer satisfaction throughout client engagements; (b) building and nurturing a high performing delivery team; and (c) driving commercial success of the business.

Maintaining Delivery Excellence and Customer Satisfaction:

Maintain executive alignment with client leadership, regularly solicit and listen to employee and client feedback with empathy, and support both our employees and clients in proactively addressing critical project issues and risks.
Build deep customer loyalty and drive follow-on business beyond initial Salesforce implementations.
Champion and advocate for our Plative delivery methodology across your team, ensuring strict compliance and effective use of our leading practices and tools across your full project portfolio.
Regularly conduct project design and build reviews in concert with Architecture and PMO leadership to ensure we are solutioning and delivering well and minimizing quality issues, rework and non-billable time on your projects.

Building and Nurturing a High Performing Team:

Coach and mentor your team members to support their wellbeing & quality of life at Plative; promote continuous skill-up on both technical & soft skills; and advocate for their ongoing career growth and progression.
Instill a culture of collaboration and continuous improvement with your team -- soliciting, sharing and building on lessons learned from every project experience so we continue to get stronger as an organization.
Make strategic hiring and people management decisions to ensure your team has the right mix of resources to drive both delivery excellence and profitability. This means responsibly balancing talent/skill set levels, geographic mix, employee vs. contractor mix and resource cost mix.
Pro-actively manage individual performance to improve and mitigate underperforming team members if any.
Partner with leaders in rolling out change initiatives and be a champion; Ensure your team is following new processes and hold them accountable

Driving Commercial Success:

Validate and ensure that new project opportunities and change orders are scoped, sized, staffed and priced in such a way that they set our employees and customers up for success and achieve revenue & profitability targets.
Actively manage resource forecast, utilization and contribution margin across your team to drive financial success of your business.
Partner with Sales & Marketing to help bring in new business by building go-to-market strategies, demonstrating thought leadership, and by tapping members of your consulting team to support sales cycles and marketing opportunities as needed.

Basic Qualifications:

Minimum of 5 years managing complex Salesforce projects
Minimum of 3 years of practice management and leadership experience
Knowledge and experience with both waterfall and agile project methodologies.
Strong executive presence and ability to interact with C suite
Ability to handle client escalations, strategic alignment conversations and conflict resolution at executive levels

Desired Qualifications:

Direct experience with Salesforce.com, Discovery Data, Broadridge, and SS&C products
Experience spearheading digital transformation projects for Financial service organizations
2+ years of people management experience
Experience creating datasets and stories on BI platforms like Tableau, PowerBI or Qlik
Formal Agile methodology and/or design thinking training
Salesforce Sales Cloud Certification
Salesforce Service Cloud Certification
Salesforce Financial Service Cloud Certification
Project management experience

How you’ll be measured:

Practice growth
Contribution margin
Team utilization and maintaining billable targets
Customer satisfaction score

How You’ll Embody Our Core Values At Plative, our core values shape how we work, collaborate, and grow. As part of the team, you will:

Put People First: Build trusted relationships with clients and mentor teammates.
Grow Together, Win Together: Share knowledge, celebrate wins, and elevate others.
Bring Your Authentic Self to Work: Foster openness, empathy, and integrity in every interaction.
Take the Path You’ll Be Proud Of: Deliver excellence, own outcomes, and learn from challenges.
Push Boundaries, Blow Minds: Design creative, scalable solutions that drive real impact.

Compensation Compensation is competitive and benchmarked to the market. Exact ranges vary by region and will be discussed during the initial interview process.

AI Disclosure & Hiring Practices Plative uses AI-powered tools to support our recruitment process. However, AI tools never replace human judgment; all hiring decisions are made entirely by our Talent Team.

Plative Inc. is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic. We are also committed to fair employment practices regarding citizenship and immigration status.

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More about this job

Responsibilities

Lead the Salesforce Financial Services consulting practice by ensuring delivery excellence and high customer satisfaction. Drive commercial success through strategic scoping, resource management, and partnership with Sales and Marketing teams.

Requirements

Requires at least 5 years of complex Salesforce project management and 3 years of practice leadership experience. Candidates should possess strong executive presence and expertise in both Agile and Waterfall methodologies.

Skills

Financial Services Consulting
Executive Stakeholder Management
Project Delivery Excellence
People Management
Resource Forecasting
Agile Methodology
Waterfall Methodology
Digital Transformation
Salesforce Financial Service Cloud
Salesforce Sales Cloud
Salesforce Service Cloud
Business Intelligence
Conflict Resolution
Strategic Alignment
Commercial Strategy

Visa sponsorship

Not detected in the job text

Keywords

Salesforce
Financial Services
Financial Service Cloud
Sales Cloud
Service Cloud
Agile
Waterfall
Digital Transformation
Tableau
PowerBI
Qlik
Discovery Data
Broadridge
SS&C
Practice Management
Delivery Methodology
Resource Utilization
Contribution Margin
C-suite Interaction
Project Management
BI Platforms
Design Thinking

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