Heather Macdonald Email and Phone Number
I am a compliance industry professional with over 20 years of financial industry work experience. I have extensive knowledge of Canadian investment regulations, rules, and principal-based guidelines. I love to collaborate with business partners to help them achieve business excellence. My experience in operational improvement is an asset for problem solving. I am a passionate leader, empowering teams to achieve their full potential through setting clear goals, encouraging continuous improvement, professional development and providing constructive feedback. Strong teams help organizations achieve:• Excellent client experiences• Better employee experience• Operational results• Operational efficiencyI excel at building relationships with team members and business partners through effective communication and a willingness to hear differing opinions.
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Director, Regulatory Developments, Policy And InvestigationsAviso WealthKitchener, On, Ca -
Director, Regulatory Developments, Policy & InvestigationsAviso Wealth Dec 2023 - PresentToronto, Ontario, Canada -
Senior Complaints & Investigation OfficerAviso Wealth Nov 2023 - Dec 2023Toronto, Ontario, Canada -
Director, Compliance, Sunlife Global InvestmentsSun Life Financial Jun 2019 - Apr 2023 -
Manager, Dealer ComplianceSun Life Financial Dec 2017 - May 2019Ontario, Canada
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Manager Dealer OperationsSun Life Financial Mar 2014 - Dec 2017Waterloo, Ontario -
Process ConsultantSun Life Financial Jan 2011 - Mar 2014- Assess the performance and capability of processes and operational groups using cycle time, productivity and waste- Identify opportunities and champion proposals for improvement- Design efficient and effective process solutions using value stream, workflow maps, and metrics- Manage the controlled deployment of process and operational changes though pilots, change control, etc -
Manager, Business SolutionsSun Life Financial May 2008 - Jan 2011- Resource projects - Prioritizing and completing improvements- Managing the delivery of Tier 2 training for Retirement & Guaranteed teams- Ensuring solid evaluation methods in place to measure training effectiveness- Work in partnership with members of leadership team to ensure priorities in line with business strategies/initiatives- Timely completion of required quality and accuracy assessments, reporting, trending, etc.- Understanding and representing customer and advisor expectations- Manage budget; monitor, provide input to annual development- Maintaining up-to-date knowledge of the relevant products and processes - Enable team to achieve required business results- Develop team's competency -
Payout Annuity Team LeaderSun Life Financial May 2006 - May 2008- Complete hiring of new staff members- Develop staff, supporting them to meet service commitments and supporting them in their career path- Provide leadership to ensure a positive work environment for the team members and a cost – effective, efficient operation- Solve customer commitment challenges by demonstrating flexibility and creativity- Manage workflow and assign specific duties to team members - Handle escalated service cases- Provide guidance and coaching to staff to ensure employees have the competencies required for their position. Provide performance feedback to team- Promote quality and accurate work on the team to bring an increased focus to improve client & advisor experience -
Business Solutions ConsultantSun Life May 2004 - May 2006Waterloo, Ontario -
Csr Rrif SavingsSun Life Sep 2001 - May 2004Waterloo, Ontario -
Independent Wine BrokerSide Road Twenty Jan 2014 - Jun 2015Ontario, CanadaIndependent contractor selling wine for Side Road Twenty to consumers directly to their door. Responsible for building own client base through advanced knowledge of wine, regions and varietals to mediate sales.
Heather Macdonald Education Details
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Music -
Music Performance, General
Frequently Asked Questions about Heather Macdonald
What company does Heather Macdonald work for?
Heather Macdonald works for Aviso Wealth
What is Heather Macdonald's role at the current company?
Heather Macdonald's current role is Director, Regulatory Developments, Policy and Investigations.
What schools did Heather Macdonald attend?
Heather Macdonald attended Acadia University, Acadia University.
Not the Heather Macdonald you were looking for?
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Heather MacDonald
Toronto, On -
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1gibbonswhistler.com
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Heather Macdonald
Vancouver, Bc1gmail.com
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