Manage a team of licensed Advisors.
Closely monitoring team’s activities, maintaining a strong pulse on key performance metrics.
Providing day to day direction to the team.
Work closely with SLFD Field Leaders to provide feedback on Advisor Trainee performance.
Coach Advisor Trainees on sales performance and client interaction.
Play a key role in onboarding and training Advisor Trainees.
Proactively identify knowledge requirements and process improvements for the team.
Identify strengths/gaps to develop team capability and skills.
Work with the Recruiting & Strategic Growth team to align on overall ADP coordination.
Relentless focus on data and insights for the team – collaborate with Analytics team, drive to close data gaps, analyze results, provide feedback, and recommend improvements to leadership.
Assist in the creation of a client and sales-centric atmosphere including a focus on client retention and loyalty.
Manage the day-to-day sales and service function, ensuring that both the sales and service elements of the teams are functioning optimally.

Strong knowledge and understanding of Mutual Fund Industry
Excellent interpersonal skills and proven ability to collaborate across all levels
Strong analytical, organizational, and presentation skills
Excellent communication skills, both written and verbal
Flexibility and the ability to adapt to a frequently changing regulatory environment
Passion for relationship building: managing relationships with key external and internal business partners
Strong sales and service orientation
Post-secondary education or relevant job experience
Good working knowledge of industry distribution systems
Knowledge of insurance laws and regulations, and the ability to apply it in practical situations
Knowledge and experience of industry compliance standards and practices
Awareness of other laws and regulations, such as the criminal code and other aspects of civil and common law
MFDA Branch Manager status, includes successful completion of the Branch Manager’s Course, and minimum of 2 years relevant experience
Knowledge of Salesforce.com platform.

Flexible Benefits from the day you join to meet the needs of you and your family.
Pension, stock and savings programs to help build and enhance your future financial security.

Sales Manager

Key skills