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Heather Macdonald Email & Phone Number
Director, Regulations, Complaints and Registrations
at
Aviso Wealth
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Director, Regulations, Complaints and Registrations
Location
Kitchener, Ontario, Canada
Who is Heather Macdonald? Overview
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Quick answer
Heather Macdonald is listed as Director, Regulations, Complaints and Registrations at Aviso Wealth, based in Kitchener, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Heather Macdonald.
Heather Macdonald previously worked as Director, Regulatory Developments, Policy and Investigations at Aviso Wealth and Director, Regulatory Developments, Policy & Investigations at Aviso Wealth. Heather Macdonald holds Bachelor'S Degree, Music from Acadia University.
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Aviso Wealth
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Profile bio
About Heather Macdonald
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.
Current workplace
Heather Macdonald's current company
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13 roles
Heather Macdonald work experience
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Director, Regulatory Developments, Policy And Investigations
Director, Regulatory Developments, Policy & Investigations
Senior Complaints & Investigation Officer
Nov 2023 - Dec 2023
Director, Compliance, Sunlife Global Investments
Jun 2019 - Apr 2023
Manager, Dealer Compliance
Sun Life Financial
Dec 2017 - May 2019
Manager Dealer Operations
Mar 2014 - Dec 2017
Process Consultant
- 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
Jan 2011 - Mar 2014
Manager, Business Solutions
- 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
May 2008 - Jan 2011
Payout Annuity Team Leader
- 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
May 2006 - May 2008
Business Solutions Consultant
May 2004 - May 2006
Csr Rrif Savings
Sep 2001 - May 2004
Independent Wine Broker
Side Road Twenty
Independent 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.
Jan 2014 - Jun 2015
2 education records
Heather Macdonald education
Bachelor'S Degree, Music
Bachelor Of Music, Music Performance, General
FAQ
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What company does Heather Macdonald work for?
Heather Macdonald works for Aviso Wealth.
What is Heather Macdonald's role at Aviso Wealth?
Heather Macdonald is listed as Director, Regulations, Complaints and Registrations at Aviso Wealth.
Where is Heather Macdonald based?
Heather Macdonald is based in Kitchener, Ontario, Canada while working with Aviso Wealth.
What companies has Heather Macdonald worked for?
Heather Macdonald has worked for Aviso Wealth, Sun Life Financial, Sun Life, and Side Road Twenty.
How can I contact Heather Macdonald?
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What schools did Heather Macdonald attend?
Heather Macdonald holds Bachelor'S Degree, Music from Acadia University.
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