Calgary, Alberta, Canada
Transformation and enablement leader with 15+ years of experience driving enterprise change, regional execution, and strategic initiatives across financial services and the not-for-profit sector. Proven track record leading large-scale transformations, piloting innovative client and employee experiences, and influencing cross-functional stakeholders in complex environments. Recognized for translating strategy into scalable execution through strong storytelling, communications, and operational leadership.
- Developed and implemented a targeted advisor upskilling initiative, including business case development, workshop design, and rollout strategy, resulting in a 75% lift in initial performance outcomes - Serve as a strategic advisor to senior leaders on enterprise transformation, workforce capability, and frontline effectiveness initiatives - Identify organizational performance gaps and develop data-driven business cases and scalable enablement solutions to improve advisor proficiency and client outcomes - Designed and facilitated executive brainstorming workshops to assess talent strategy gaps and generate actionable recommendations for senior stakeholders
- Led regional readiness strategies for enterprise transformation initiatives impacting 2,500+ employees, including communications, pilot execution, training design, and KPI reporting to accelerate adoption and operational effectiveness - Played a key role in the implementation of national and regional transformation projects including the launch of Salesforce to 2,500+ employees and the integration of retail employees and clients following a major bank acquisition through coordinated change management, communications, and employee readiness initiatives - Partnered with national and regional stakeholders to design scalable launch materials, executive presentations, training resources, and communication strategies supporting enterprise-wide pilot execution
- Drove execution of regional strategic initiatives across 120+ branches, supporting business growth, operational excellence, and frontline enablement initiatives - Acted as a trusted advisor to senior leadership, ensuring alignment of initiatives with regional and enterprise priorities - Oversaw the regional reward and recognition program, reinforcing cultural alignment and employee engagement
- Developed and executed on annual strategic revenue plans for community, corporate and event fundraising. - Served as the spokesperson and key relationship manager for all partnerships and alliances throughout Alberta.
- Researched, developed, and presented corporate fundraising proposals with a target of $1 Million in annual revenue.
- Acted as project manager for numerous special events, most notably the Intact Insurance Edmonton Marathon. - Actively met with independent brokers and Regional Managers to develop growth and marketing initiatives while promoting mutually beneficial strategies for success - Acted in a consulting role to corporate teams and senior management to plan promotions around new products, services and programs to staff and brokers
- Supported the Communications team on various branding initiatives, including a national logo change - Assisted with various events, including the ING Edmonton Marathon. - Assisted with content management for the company intranet and external broker portal - Responsible for writing and implementing internal and external communications piece