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Added 38 mins ago
SM
Audit Supervisor
Soren McAdam LLP
High Level, AB
- Full-time
The audit supervisor is responsible for providing high level services that ensure compliance in a variety of industries. They can do this by performing audits, reviews and compilations to…
Added 53 mins ago
W
Senior Manager, Software Development - Clients & Accounts
Wealthsimple
Canada
- Full-time
We’re looking for a Senior Manager to lead Accounts Engineering, one of the teams inside CAP. Accounts Engineering builds new account types (Business Accounts, RESPs, and more), defines the…
Added 2 hours ago
VI
Branch Manager
VPI INC.
Hamilton, ON
- Up to $72,100 CAD / year
- Full-time
Manages client complaints and service concerns to ensure timely resolution, and reports complaints, compliments, and key trends to Senior Management to support continuous improvement.
Added 5 hours ago
CB
Senior Project Manager
Clark Builders
AB · Edmonton, AB
- Full-time
Clark Builders is hiring a Senior Project Manager. Working out of the Edmonton office, the Senior Project Manager will lead and support projects across all our regions of work. This role is…
Added 6 hours ago
YS
Reproductive Health Manager
Yemen ShortList
Aden
- Full-time
The Reproductive Health (RH) Manager leads the implementation of IRC Yemen’s reproductive health portfolio at community level, through mobile health teams, static health facilities and…
Added 6 hours ago
P
Senior Advisor
PTAG
Burnaby, BC
- Contract
Coordinate closely with the Senior Project Manager and Document Control function to:
Added 6 hours ago
AC
Global Mobility Tax - Senior Manager
ACCA Careers
Calgary, AB
- Full-time
As a Senior Manager, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Your role is essential as a tax technical…
Added 6 hours ago
SD
Senior Manager, Specialty Pharmacy-2
Shoppers Drug Mart Specialty Health Network
Calgary, AB
- Full-time
Reporting to the Director, Clinic and Specialty Programs, the Senior Manager, Specialty Pharmacy is responsible for the successful operation of our Shoppers Drug Mart Specialty Health…
Added 7 hours ago
MC
Senior Product Manager - Brokerage Clearing and Settlement System
Moomoo Canada
Toronto, ON · North York, ON
- Full-time
…investors with cutting-edge technology, market intelligence, and client experience that stands apart. Whether you're new to investing or a seasoned trader, Moomoo offers the tools to trade…
Added 7 hours ago
SM
Software Developer – Full Stack – Senior - RQ00798
S M Software Solutions Inc
Toronto, ON
- Internship
Collaborates with business and technical inter-divisional staff and professional services to deliver and sustain API development and integration solutions through the life cycle and reports…
Added 7 hours ago
SM
Software Developer – Full Stack – Senior - RQ00798
S M Software Solutions Inc
Toronto, ON
- Internship
Collaborates with business and technical inter-divisional staff and professional services to deliver and sustain API development and integration solutions through the life cycle and reports…
Added 7 hours ago
SM
Software Developer – Full Stack – Senior - RQ00799
S M Software Solutions Inc
Toronto, ON
- Internship
Collaborates with business and technical inter-divisional staff and professional services to deliver and sustain API development and integration solutions through the life cycle and reports…
Added 7 hours ago
SM
RQ11649 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Project Manager/Leader with proven experience in product planning, product lifecycle management, product vision and strategy, project management, stakeholder…
Added 7 hours ago
SM
Software Developer – Full Stack – Senior - RQ00799
S M Software Solutions Inc
Toronto, ON
- Internship
Collaborates with business and technical inter-divisional staff and professional services to deliver and sustain API development and integration solutions through the life cycle and reports…
Added 7 hours ago
SM
RQ11649 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Project Manager/Leader with proven experience in product planning, product lifecycle management, product vision and strategy, project management, stakeholder…
Added 7 hours ago
PG
Responsable du succès client senior / Senior Customer Success Manager
PCV Group inc - Personnel Chez Vous Recruitment Services
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Les ventes signent le client. Toi, tu t'assures que la technologie est vraiment utilisée sur le plancher, et qu'elle livre tout ce qui a été promis.
Added 7 hours ago
P
Human Capital Manager, Consulting
PwC
Toronto, ON
- Full-time
As a Human Capital (HC) Manager, you’ll work as part of a team of problem solvers, helping to solve complex business issues and support our people experience. Working closely with staff and…
Added 7 hours ago
R
Senior Manager, Risk Management & Compliance
RBC
Halifax, NS · Toronto, ON
- Full-time
Act as a key risk analyst and advisor to all teams under Enterprise Platform Services in RBC Tech Infrastructure with respect to Network & Collaboration Services, Shared Platform Services,…
Added 7 hours ago
R
Senior Manager, ALM Market Risk
RBC
Toronto, ON
- Full-time
As a Senior Manager, you are an integral member of the Enterprise Asset-Liability Management Risk (ALM Risk) team, within Enterprise Balance Sheet and Liquidity Risk (BSLR).
Added 7 hours ago
R
Lead Application Administrator
RBC
Toronto, ON
- Full-time
Reporting to the Senior Manager, this role is responsible for assessing, researching, and analyzing business and technical application requirements to support and resolve systems issues…
Added 9 hours ago
M
Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Senior Field Supervision Manager is a frontline supervision role responsible for Tier 1 daily supervisory activities for advisors registered with CIRO at Manulife Wealth Inc. The role…
Added 10 hours ago
ER
Client Proposition Manager
Eden Rose
Wimborne, AB
- Full-time
We are working with a growing wealth management business to recruit a Client Proposition Manager into a newly created senior role.
Added 10 hours ago
D
Account Manager
DEPT®
Toronto, ON
- $60,000 to $70,000 CAD / year
- Contract
As a Senior Account Executive, you’ll be joining a team that works on producing creative content at scale at a global level. As a project manager you will be supporting across the account…
Added 11 hours ago
H
Transportation Design and Delivery Department Lead
HDR
Burlington, ON · Richmond Hill, ON · Toronto, ON
- Full-time
Function as Principal-in-Charge/Senior Project Manager/Quality Manager and take responsibility for production on projects in addition to operations and business development responsibilities
Added 12 hours ago
T
Audit Manager I, Wealth Canada Audit (1121)
TD
Toronto, ON
- Full-time
Generally, reports to an Audit Group Manager or Senior Audit Group Manager role

Closed listing

YouPotential

Manager/Associate Director, Operational Effectiveness & Partner Communications

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

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Oct 2, 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

Archived listing. The details below describe a past opening.

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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About employer

More about this job

Responsibilities

The role involves managing partner and internal communications, training, and knowledge management while supporting the COO's operating model. It also requires overseeing governance, meeting cadences, and operational metrics to ensure consistent execution across partner offices.

Requirements

Candidates must hold an undergraduate degree in business or communications and possess at least 5 years of experience in financial services operations or communications. Proficiency in Microsoft 365, SharePoint, and LMS platforms is required, along with eligibility to work in Canada.

Skills

Operational effectiveness
Partner communications
Process improvement
Cross-functional coordination
Knowledge management
LMS administration
Stakeholder coordination
Governance
Microsoft 365
SharePoint
Teams
Data analysis
Regulatory compliance
Project management
Strategic communication

Benefits

Work from home
Cloud-based platforms

Visa sponsorship

Not detected in the job text

Keywords

Operational Effectiveness
Partner Communications
Financial Services
Portfolio Management
LMS
Knowledge Management
Governance
Microsoft 365
SharePoint
Teams
Canadian Securities Course
CSC
Regulatory Compliance
Stakeholder Coordination
Onboarding
Process Improvement
Data Analysis
Operational Metrics
Business Administration
Communication Strategy

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