Venor is proud to partner with The Bluteau Caseley Wealth Management Team of National Bank Financial Group in their search for a Director of Operations and Administration.

For over 38 years, the Bluteau Caseley Wealth Management Team has been a trusted boutique wealth management firm in Halifax, dedicated to making a positive impact on their clients' lives. Their mission is built on fostering long-term relationships with clients, team members, and the community, ensuring everyone is better off for having partnered with them. With a focus on growth, well-being, and meaningful professional friendships, the team operates with passion, perseverance, and a commitment to excellence.

As an essential leader within the firm, the Director of Operations and Administration will drive operational excellence, aligning with the vision of the two Partners while ensuring seamless collaboration across a dynamic team. This role is pivotal in shaping workflows, leading the administrative team, and enhancing the premium client experience for their professional physician clientele. The ideal candidate will be a strategic thinker with a strong operational mindset, capable of translating the firm's mission into actionable plans.

What You'll Be Doing

• Strategic Leadership: shapes and operationalizes the Partners' vision, mission, and goals through clear action plans and efficient workflows.
• Team Development: Lead and mentor a team of three administrative professionals, fostering growth and accountability.
• HR & Compliance: Manage HR functions, including scheduling, onboarding, vacation planning, and compliance.
• Project Management: Oversee both recurring and one-off initiatives, including client events, seminars, and business development opportunities.
• Client Experience: Ensure operational excellence to support a high-touch service model for discerning clients.
• Collaboration: Work closely with the Associate Advisor, Financial Planner, and Business Development Manager to align roles and optimize team performance.
• Liaison Role: Maintain strong relationships with National Bank Financial Group's head office and external partners.

What We're Looking For

• Strategic & Visionary Mindset: Ability to understand and execute the Partners' long-term goals.
• Process & Workflow Expertise: Strong systems-thinking to design and refine operational efficiencies.
• Leadership & Coaching Skills: Experience leading and developing high-performing teams.
• HR & Administrative Proficiency: Comfort managing HR functions and compliance.
• Project Management: Ability to oversee multiple initiatives with clear timelines and deliverables.
• Client-Centric Approach: Understanding of high-net-worth client expectations, particularly within the medical professional space.
• Communication & Diplomacy: Exceptional interpersonal skills to navigate relationships with stakeholders at all levels.
• Adaptability & Initiative: Thrives in a dynamic, growing business with evolving needs.
• Discretion & Confidentiality: Trusted with sensitive financial, client, and personnel information.

As the ideal candidate, you have post-secondary education in the area of business administration or a related equivalent, combined with several years of experience in office management and people operations.

At The Bluteau Caseley Wealth Management Team of National Bank Financial Group, we foster a workplace built on inclusion and belonging. Our strength comes from embracing diverse perspectives, experiences, and backgrounds. We welcome your application.