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Provide high-level administrative and operational support to the CIO and CFO: manage complex calendars, prepare executives for meetings and board activities, coordinate travel and expenses, track action items, improve workflows, handle confidential stakeholder communications, and support special projects and departmental administration using Microsoft 365 and automation/AI tools.

Manage and grow mutual fund relationships across Niagara, the GTA and northern Ontario. Develop account and business plans, monitor advisor fund flows, provide product and sales support, deliver presentations and seminars, use CRM tools to manage activity, ensure compliance, and drive retention, cross-sell and new-advisor acquisition to meet district targets.