Director of Operations and Training, Wealth Management

This new position is being created as part of the reorganization of Worldsource Wealth Management, following the consolidation of three mutual fund and securities dealerships after Desjardins’ acquisition of IDC Worldsource in March 2023. Reporting to Desjardins while overseeing resources within both Worldsource and Desjardins, the Operations Manager is fully dedicated to supporting the dealership. The role covers three key areas: Worldsource Wealth Management operations, training for more than 2,000 independent mutual fund and securities representatives, and the onboarding and operational integration of new representatives. The manager works in close collaboration with Aviso on back office activities. More specifically, you will be required to:

• Plan, organize, and supervise the sector’s daily operations, ensuring process efficiency and service quality, including activities carried out by Aviso.

• Oversee operational risk management by identifying issues, applying internal policies, and ensuring compliance with regulatory requirements.

• Maintain strong collaboration with Aviso to ensure the performance, reliability, and continuity of services provided to representatives.

• Act as the primary point of contact for financial centre directors and corporate partners, addressing their operational needs.

• Lead, mobilize, and develop the teams under your responsibility by managing performance, strengthening capabilities, and supporting succession planning.

• Foster a work environment focused on collaboration, engagement, and continuous improvement, while supporting teams through operational and technological changes.

• Analyze existing processes, recommend improvements, and contribute to initiatives aimed at optimizing costs, timelines, efficiency, and service quality.

• Identify training needs and oversee the implementation of tailored programs, in collaboration with specialized teams, to support representatives’ adoption of industry best practices.

What we offer*

• Competitive salary and annual bonus

• 4 weeks of flexible vacation starting in the first year

• Defined benefit pension plan that provides predictable, stable income throughout retirement

• Group insurance including telemedicine

• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

#LI-Hybrid

What you bring to the table

• Bachelor's degree in a related field

• A minimum of eight years of demonstrated experience in mobilizing leadership and managing multidisciplinary teams

• Please note that other combinations of qualifications and relevant experience may be considered

• Experience in workforce planning, capacity management, and resource optimization

• Experience in coaching, talent development, and succession management

• Experience managing pressure, multiple priorities, and complex issues

• Advanced proficiency in French is required

• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

• Knowledge of financial markets and investment products

• Knowledge of the operations of a mutual fund or securities dealership

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Unposting Date