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Trade Settlement and Private Wealth Manager

CGI
Toronto, CAN
Full-time
Onsite
$75,000–$125,000
Discovered Yesterday
People leadership and coachingPrivate Wealth operationsTrade SettlementMackenzie products, policies, and proceduresRisk management and controlsClient relationship management

Full Job Posting

Workplace

  • Hybrid role requiring at least one day per week at the downtown Toronto and/or client office; this requirement may change.

Responsibilities

  • Lead, coach, and develop team members; set expectations and support performance, engagement, and growth.
  • Guide the team through change, communicate priorities, and maintain consistent service delivery.
  • Oversee Mackenzie Private Wealth and Trade Settlement operations under established policies and procedures.
  • Build trusted relationships with clients, employees, leaders, and business partners.
  • Communicate operational priorities, decisions, risks, and service updates to stakeholders.
  • Monitor performance, service standards, deadlines, and workload; resolve issues and escalate concerns.
  • Promote accuracy, controls, and compliance; identify and mitigate operational risks.
  • Resolve escalated client and operational issues with relevant partners.
  • Identify improvements to processes, controls, and efficiency; lead approved changes.
  • Promote accountability, sound judgment, and continuous improvement.

Required qualifications

  • Proven ability to lead, coach, and develop teams, including through change.
  • Strong client-service and relationship-management skills.
  • Excellent written and verbal communication and stakeholder influence skills.
  • Ability to set expectations, delegate, manage priorities, and deliver results to deadlines.
  • Risk-management mindset emphasizing accuracy, controls, escalation, and policy adherence.
  • Strong problem-solving and decision-making skills and ability to improve operations.
  • Strong knowledge of Mackenzie products and procedures, including Private Wealth and Trade Settlement.
  • Completion of the Canadian Investment Funds Course (CIFC) and/or relevant operations courses.

Assets

  • Canadian Securities Course (CSC).
  • Bilingual proficiency in English and French.

Compensation

  • Estimated pay range is $75,000–$125,000; compensation depends on skills, location, experience, training, and licenses or certifications.
  • This role is an existing vacancy.

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