Senior Manager, Total Wealth Planning Support - Toronto, ON

• Build awareness and adoption of the Central Planning Group (CPG) and Client Solutions through strategic internal communications and partnerships. 
• Partner with regional leadership to promote the CPG planning experience, emphasizing planning oversight, timely delivery, and opportunity management. 
• Collaborate with Marketing and key internal stakeholders to ensure Total Wealth Planning is effectively positioned within enterprise initiatives. 
• Develop and refine internal content and collateral (articles, newsletters, presentations, and resources) to support advisor engagement and new initiatives. 
• Act as a subject matter expert on planning-related projects led by Total Wealth Planning or other business partners, as required.

Education & Experience – Enhancements 
• Demonstrated experience leading large scale strategic initiatives or enterprise projects within Wealth Management or Financial Services. 
• Experience translating strategy into execution, including operating model change, service model design, or technology enablement. 
• Strong executive communication skills, including the ability to present recommendations and progress updates to senior leadership.