Who We Are
Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s financial specialist – supporting our clients on their financial journey and empowering them to reach their goals.
What We Offer
We’re proud to be recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector, and candidates can expect to work in a highly collaborative and supportive work environment.
This is a full-time 1-year contract position offering an hourly rate of $46 - $56 (commensurate with the candidate's relevant experience, qualifications and skills). A discretionary bonus may be awarded upon the successful completion of the project.
We offer hybrid work arrangements for those who live within 50km of our Head Office. Remote arrangements can be made for those living farther away, with some exceptions.
About the Role
Reporting to the VP, Business Technology (BT), the Project Manager will lead the end-to-end delivery of Educator’s enterprise-wide transformation initiative. This role is accountable for planning, executing, governing, and delivering all aspects of the migration, including business process redesign, operational readiness, data conversion, vendor coordination, key partner engagement, testing, training, post-implementation stabilization and collaboration regarding change management.
This position requires a leader experienced in digital transformation with strong knowledge of wealth management operations and a proven track record delivering large-scale platform migrations involving dealer systems, back-office platforms, advisor servicing models, client reporting, regulatory compliance processes, and operational change.
This posting is to fill a newly created temporary position within Educators.
Key Responsibilities
As a Project Manager, you will be accountable for leading the full lifecycle of strategic transformation project within wealth management operations by:
Regularly communicating with internal and external parties, including the Executive Leadership Team, working team, employees, external partners through structured reporting, meetings, and steering committee updates. Coordinating activities with internal business teams, consultants, integration partners, and third-party vendors.
Managing work teams by holding people accountable to scope, timing and budget on assigned tasks.
Building capability within the organization to manage project governance, communication, scope, timing and budget by providing processes, training, tools, and coaching.
Driving accountability across sales, operations, compliance, finance, business technology, client service, and external vendor teams.
Identifying and resolving project risks, issues, constraints, and conflicting priorities.
Acting as the primary point of contact between Educators Financial Group and vendor implementation teams. Monitoring vendor deliverables, commitments, risks, dependencies, and issue resolution.
Ensuring all project deliverables meet agreed scope, quality standards, timelines, and business objectives.
Qualifications
University degree or College Diploma in Business, Finance, Technology, Operations, or a related field
PMP certification is strongly preferred
Change Management certification (Prosci or equivalent) is considered an asset
Minimum of 8 years project management experience in leading complex business, technology, transformation initiatives such as end-to-end platform migration or system implementation projects within financial services or wealth management industry
Knowledge of wealth management services and processes spanning all departments
A clear and effective communicator with the ability to present project status reports and key issues in lay terms to all levels of the organization in an articulate and professional manner
Experience managing external implementation partners and technology vendors
Strong understanding of advisor operations, Canadian financial services regulatory requirements/compliance and operational controls, client servicing, account administration, and investment operations
Proven success delivering complex, cross-functional programs/projects involving multiple key interested parties
Demonstrated ability to lead organizational change, user adaption and business readiness activities
Selection Process
We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from all qualified candidates who are inspired to deliver top-notch customer service and contribute to our company's success.
We strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free. If you are selected for an interview and require accommodation, or if you require accommodation with respect to our materials or procedures at any time during the selection process, please notify us at [email protected] to ensure appropriate arrangements are made.
We value the participation of diverse talent with various backgrounds and experiences. While voluntary, we encourage and welcome all candidates to self-identify during the application process.
Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Only pre-screened applicants will then be contacted to coordinate the following:
Interview with our Human Resources Team (up to 1 hour)
Interview with our Hiring Team - VP, BT and CFO (1 hour)
Final meeting with our CEO
Application deadline: July 31, 2026
AI in Recruitment
Educators Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, taking interview notes and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.
