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Manager/Associate Director, Operational Effectiveness & Partner Communications
YouPotential
Toronto, ON · Greater Toronto Area, Canada
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Job Board / Manager/Associate Director, Operational Effectiveness & Partner Communications
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YouPotential

Manager/Associate Director, Operational Effectiveness & Partner Communications

Toronto, ON, Canada
Greater Toronto Area, Canada, Canada

Job type: Full-time
Apply by: Oct 29, 2026
Experience: 5+ years of financial services industry experience in operations or communications
Posting language: English
Posted: Sep 2, 2026

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Original job description

Apply to Q Wealth Jobs

Job Board / Manager/Associate Director, Operational Effectiveness & Partner Communications

Manager/Associate Director, Operational Effectiveness & Partner Communications

hybrid

5160 Yonge Street 1860, Toronto, Ontario, Canada, M2N 6L9

full-time . September 1, 2026

Description

This is an exciting opportunity to join a dynamic and rapidly growing partnership of Canadian Portfolio Managers on the leading edge of the financial services and financial technology industry.

Reporting to the COO, the Manager, Operational Effectiveness & Partner Communications, role covers four pillars

Partner and internal communications
Training, LMS, and knowledge management
Meeting cadence, governance, and stakeholder coordination
Operational effectiveness

This role supports the COO’s operating model by improving communication processes, strengthening cross-functional coordination, maintaining key operational resources, and promoting consistent execution across head office and partner offices across Canada.

Working at our head office in North York, this position is eligible to work from home up to 3-4 days per week on a permanent basis with the aid of the best technology, cyber security, and cloud-based platforms.

Job Requirements

Undergraduate degree in business administration, communications, or related field.
5+ years of financial services industry experience in operations or communications
Experience in process improvement, operations or cross-functional coordination
Completion of Canadian Securities Course (CSC) or industry experience considered an asset.
Exceptional written and oral communication skills.
Comfort with Microsoft 365, SharePoint/Teams, LMS platforms and survey/communication tools
Must be eligible to work in Canada.

Key Responsibilities

Partner & Stakeholder Communications

Develop and support communication programs for partner offices, portfolio managers, administrators, head office, and asset management teams, including company initiatives, operational guides, transition support, and cross-functional updates.
Partner with senior leaders and department heads to prepare clear, consistent communication materials for meetings, initiatives, regulatory updates, and operational changes.
Advance portfolio manager and administrator engagement through modern, practical, and impactful communication strategies aligned with organizational objectives.
Coordinate the review, maintenance, and implementation of regulatory client communication materials on operating platforms, including IMAs, RDI documents, and Welcome Letters, ensuring accuracy, compliance, and alignment with organizational requirements.
Support the quarterly scorecard and operational metrics program, including data collection, analysis, and reporting to strengthen accountability for partner office operational oversight.
Sound judgment and professionalism when handling confidential, operational, client, employee, or regulatory information.
Ensure communications and processes adhere to applicable compliance requirements, internal policies, and the Code of Conduct and Ethics.

Operational Effectiveness & Governance

Organize and manage recurring monthly manager meetings, including agenda development, stakeholder coordination, action item tracking, and follow-up communications.
Support monthly partner meetings by coordinating cross-departmental updates, preparing materials, tracking follow-ups, and ensuring advisors and administrators receive timely and relevant information.
Coordinate recurring internal meeting and communication processes, including logistics, distribution lists, content archiving, recording oversight, and governance channels.
Identify opportunities to improve operating cadence, communication flow, accountability, and consistency across head office and partner offices.

Knowledge Management, LMS & Shared Resources

Compile, organize, and maintain shared resources for partner offices, head office, and asset management teams.
Create and maintain training materials, Knowledge Base content, and LMS courses that support onboarding, operational consistency, and employee knowledge-sharing.
Administer and oversee the LMS, including user access, permissions, content governance, publishing workflows, stakeholder support, and vendor relationship management.

Onboarding, Admin Events & Employee Integration

Own onboarding administration processes, including stakeholder coordination, system and communication access, and integration into key communication channels and meetings.
Coordinate administrator events, including both in-person and virtual events, supporting planning, communications, attendance tracking, and follow-up.

Other responsibilities as dictated by the needs of the business.

Know someone who would be a perfect fit? Let them know!

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More about this job

Responsibilities

Develop communications for partner offices and internal stakeholders, coordinate regulatory client materials, and support operational metrics and partner engagement. Manage meeting governance, shared resources, LMS content and administration, onboarding processes, and administrator events while identifying opportunities to improve operational consistency.

Requirements

Requires an undergraduate degree in business administration, communications, or a related field, along with at least five years of financial services experience in operations or communications. Candidates should have process improvement or cross-functional coordination experience, strong communication skills, and familiarity with Microsoft 365, SharePoint or Teams, LMS platforms, and communication tools; the Canadian Securities Course or relevant industry experience is an asset.

Skills

Partner Communications
Stakeholder Coordination
Operational Effectiveness
Process Improvement
Governance
Meeting Coordination
Knowledge Management
Training Material Development
Onboarding
Regulatory Communications
Compliance
Scorecard and Metrics Reporting
Microsoft 365
SharePoint
Microsoft Teams

Visa sponsorship

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Keywords

Financial Services
Portfolio Managers
Partner Communications
Stakeholder Coordination
Operational Effectiveness
Process Improvement
Cross-Functional Coordination
Governance
Meeting Cadence
Knowledge Management
Learning Management System
LMS
Microsoft 365
SharePoint
Microsoft Teams
Training Materials
Knowledge Base
Onboarding
Regulatory Communications
Investment Management Agreements
RDI Documents
Welcome Letters
Operational Metrics
Scorecards
Compliance
Canadian Securities Course
Vendor Relationship Management
Cloud-Based Platforms
Cybersecurity

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