About this role

Lead a team of Financial Services Consultants responsible for building relationships with clients
Support and advise clients on financial decisions and goals
Manage day-to-day sales and service functions
Monitor team activities and key performance metrics
Foster a client centric culture with a focus on service and sales targets
Recruit and develop talent for internal progression
Ensure delivery of amazing client experiences and improve loyalty and retention

Experienced sales leader with a proven track record of driving results and superior client experience
3+ years people management experience
Bilingualism (French, English, both oral and written) required for Quebec
Comprehensive understanding of investments, wealth and insurance products, and financial markets
Relationship building and strong customer service orientation
Coaching and performance management skills
Communication skills, both written and verbal
Analytical, organizational, and presentation skills
Knowledge of financial planning and wealth management

Sales Manager, Client Relationship Team

Key skills