Worldsource Wealth Management Looking for Senior Business Analyst, Operations Strategy at Markham, Ontario, Canada Full Time

JOB STATEMENT:

This role will be responsible for supporting the Vice President Directors of Operations in the execution of the strategic priorities. With a keen eye for detail, and a desire to learn about WWM’s goals, this person will enjoy supporting Operations projects, leading small initiatives and supporting larger enterprise projects. This candidate will be a self starter, with an ability to multi-task, while working in a fast- paced environment. The preferred candidate will require strong communication skills, will enjoy analytical work, and equally enjoy working alone or collaborating with a team. This role will support various functional teams, and liaise with both back office and front office team members, in a professional manner, while ensuring service excellence.

ESSENTIAL FUNCTIONS:

• Supporting the team on Worldsource Financial Management Inc. and Worldsource Securities Inc. Operations projects: FHSA, Repapering Initiatives, Bill 96, H1-Payments, Bill C-47;
• Supporting the Operations Leadership Team where needed on strategic projects, identifying efficiencies, reducing operating expenses and decreasing administrative errors;
• Supporting the RFP and analysis on the robotic automation tool and migration of processes. Effectively communicate key process changes, summarize features and present to stakeholders;
• Monitoring industry and external factors, to identify/anticipate opportunities or challenges, and acting as a resource for industry trends and competitive intelligence;
• Assisting the Director of Operations, as needed, with audit prep for MFDA, CIRO, OSC, and other regulatory authorities, as required;
• Assisting in the further development of the digital onboarding processes for required documents in INFORM, IQ or alternate solution;
• Assisting in the further development of FATCA/CRS: ensuring the BRD and FRD are aligned with PWC guidance;
• Conducting a review of the estate and tax reporting processes to identify efficiencies for upcoming tax season;
• Assisting with all Desjardins related transition items as required; and
• Assisting the VP Operations, with carrying out strategic projects, priorities and initiatives as required by the Company or parent Company, from time to time.

JOB SPECIFICATIONS:

• University degree or equivalent
• 5-10 years of experience in the investment industry, including exposure to integrated dealer back-office operations
• Completion of the CSC or Mutual Funds course, or PDO courses, considered an asset
• Good understanding of the regulatory environment for MFDA and IIROC registrants
• Ability to multi-task and prioritize in a fast paced, dynamic environment
• Strong analytical skills to identify issues, devise effective solutions, evaluate alternatives, and contribute to continuous improvement
• Familiarity with financial software systems: Dataphile, Broadridge, FundSERV, CDS, Cannex, and HubSpot
• Proficiency in Microsoft Office tools, Word, MS Projects, Excel, Visio and PowerPoint
• Results driven mindset with excellent oral and written communication skills
• A desire to work and excel in a collaborative team environment

COMPENSATION:

Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to [email protected].

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.