Edmund C. Wong

Edmund C. Wong, a Chartered Professional Accountant, brings over a decade of progressive experience in the financial services sector. With a focus on project management, wealth management operations, financial management reporting, and information technology, he is well-equipped to support organizations in achieving their financial and technology objectives. Known for a supportive and collaborative approach, he possesses the technical consulting, project implementation, and financial/cost management skills necessary to drive success. His effective leadership, interpersonal abilities, and strong communication skills are complemented by his superior technical knowledge, research capabilities, and accounting expertise. With these qualities, Wong is a valuable asset to any organization.

• Senior Manager, Wealth Management Operations Specialist, Coordinate and lead productivity, efficiency, and service-enhancing initiatives for projects across various WM Canada Operations Departments., Serve as a delegate for a WM Canada Operations Director, providing process design, expert product knowledge, technical expertise, and problem-solving skills., Oversee the design, development, and implementation of solutions supporting specific Operations initiatives., Plan, organize, and manage tasks and resources to achieve defined objectives and scopes., Develop proposals and work plans as required to support Operations activities., Communicate regularly with management and relevant parties to inform impacted resources., Prepare detailed plans and specifications for implementing change requests and initial process requirements., Provide training, coaching, and mentoring to department managers and other Operations resources.
• Senior Project Manager, Canadian Wealth Management Technology (CWM Technology), 01/01/14, Manage various projects and initiatives that drive business growth and enhance the overall efficiency of operations., Manage relationships with senior stakeholders to ensure projects are aligned with the company’s vision and objectives., Collaborate closely with cross-functional teams to develop detailed schedules and deliverables., Identify early warning indicators and develop effective strategies to resolve risks and issues., Develop and implement processes that improve the efficiency and effectiveness of operations., FHSA: Developed new register-saving accounts for WMC and DI/IE distribute channels., Project Sunstones: Migrated and set up RPA development and production support to an external vendor., Project Avatar: Migrated RBC Asian clients to RBC Hong Kong Bank., CRA Client Documentation for FATCA/CRS: Delivered ClientSource modifications to comply with CRA requirements., FATCA and CRS in CS and Broadridge: Implemented FATCA and CRS in Core Banking Systems (CS) and Broadridge.
• Senior Finance Manager, Technology and Operations – Enterprise Costing, 01/13, 09/14, Oversaw Costing Study Projects in the Wealth Management Operations, Payments & Trade, and Cash Service division of RBC Canada., Implemented a Cash Services costing Study and developed an Activity Costing Model.
• Project Manager – Compliance and Account Transfer Projects, Wealth Management Technology Group, 01/10, 12/12, Led a team of technology BAs and developers in investigating the implementation of Compliance Surveillance, Registration, and RRSP Account Transfer initiatives.
• Senior Business Consultant, Capital Market Risk Management Group, 01/06, 12/10, Provided updates and confirmed project directions with the Credit Risk Executive on projects related to BMO Capital Market Basel reporting., Managed multi-year technology projects, including CM Basel/Securitization Reporting and Basel Foreign Jurisdiction for Ireland, the UK, and Barbados., Led discussions and prepared the Securitization High-Level Business/Process workflow requirements., Collaborated with business stakeholders to ensure that other Banking Regulation Requirements were being considered.
• Capital Market Controller/Special Projects Manager, 01/03, 12/06, Provided leadership in areas of performance and business plan management for the Technology group of Capital Markets and Cash Management Services., Provided strategic financial advice and ensured the integrity of the business plan.
• Senior Manager, Cost Management Consultant, 01/01, 12/03, Partnered with the CM Line of Business to implement various cost management studies and initiatives., Collaborated with the BMO Resources Management Unit and an external consultant to establish bank-wide cost-saving initiatives totaling $25MM to $50MM.