Oversight of the administration of FP Canada's certification processes ensuring adherence to ISO standards; including verification of eligibility of examination candidates, administration of FP Canada's high-stakes examinations, making the certification decision, certification audits, annual certification renewal, and reinstatement of lapsed certifications.

• Responsible for strategic direction and project management of all key membership projects and initiatives• Improve service quality through the use of Six Sigma value stream mapping, SIPOC and EFM systems, resulting improved ease-of-use and the design of new online services for advisors •Support other members of the Senior Management Team and Board of Directors by providing relevant metrics with appropriate key performance indicators; quarterly reports to track, analyze, and… Show more • Responsible for strategic direction and project management of all key membership projects and initiatives• Improve service quality through the use of Six Sigma value stream mapping, SIPOC and EFM systems, resulting improved ease-of-use and the design of new online services for advisors •Support other members of the Senior Management Team and Board of Directors by providing relevant metrics with appropriate key performance indicators; quarterly reports to track, analyze, and forecast results; and recommendations for corrective actions when projects are off-track for all strategic initiatives• Provide expertise, best practices, and support with project and change management principles and methodologies• In conjunction with other members of the Senior Management Team and Board of Directors, set strategic objectives, build annual business plans, implement plans, and provide ongoing reporting of key performance indicators back to Board of Directors• Increase market reach by identifying industry/market trends and developing strategic plans to capitalize on new opportunities • Lead several national committees, providing guidance to volunteers so that they may achieve their goal of strengthening the community of financial advisors in Canada• Design and facilitate annual training conference for the association’s 40 chapter presidents to give them the knowledge and skills needed to provide leadership to the association’s 300+ volunteers• Oversee and provide leadership to a team of Managers, Supervisors, and Coordinators; helping to identify and realize their career goals Show less

•Reported to COO; identified gaps in process efficiency and implemented improvements through the preparation of process workflow diagrams and introduction of technology solutions •Project Manager responsible for creation and oversight of all association projects related to process and customer service improvement. Projects successfully introduced and executed included the elimination of all paper files through digital archiving, automation of order fulfillment through web-based… Show more •Reported to COO; identified gaps in process efficiency and implemented improvements through the preparation of process workflow diagrams and introduction of technology solutions •Project Manager responsible for creation and oversight of all association projects related to process and customer service improvement. Projects successfully introduced and executed included the elimination of all paper files through digital archiving, automation of order fulfillment through web-based technology (allowing real-time order fulfillment instead of labour intensive next-day manual faxing of orders to warehouse), introduction of online services for students and members (accessing and printing transcripts, receipts, CE credit summaries, etc.), and the automation of online course orders (allowing the work previously completed by four administrators to be completed by one)• Segmented customer database for the identification and execution of target marketing-based programs and forecasting of membership trends Show less

•Streamlined administrative processes, improving customer service and reducing department from six to two administrators, freeing the remaining four to focus on revenue generating activities•Increased revenue by through introduction of new products, target marketing through customer analysis and market segmentation, and improving customer service standards•Led annual membership renewal project, interfacing with Marketing, Accounting, Member Services, and Administration… Show more •Streamlined administrative processes, improving customer service and reducing department from six to two administrators, freeing the remaining four to focus on revenue generating activities•Increased revenue by through introduction of new products, target marketing through customer analysis and market segmentation, and improving customer service standards•Led annual membership renewal project, interfacing with Marketing, Accounting, Member Services, and Administration departments to consistently exceed renewal targets Show less