Key skills
CollaborationSales
About this role
Role Overview
- Motivate and coach a high-performing team of Advisors
- Establish and achieve team objectives
- Coach your team to increase skills and capabilities to maximize sales and referral opportunities
- Enable digital education and usage
- Promote problem resolution at first point of contact
- Build relationships and encourage collaboration across all roles
- Support the ongoing development of your team through consistent sales routines
Requirements
- Minimum of 2 years’ experience in a people management/coaching role within the financial industry
- Proven success in business growth, as well as establishing community and client relationships
- At least 2 years of licensed mutual fund sales experience within the last 3 years
- Mutual Funds accreditation (IFIC or CSC)
- Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI, or ability to write the exam within 4 months of start date
Benefits
- A comprehensive Total Rewards Program including performance based bonuses
- flexible benefits
- competitive compensation
- Leaders who support your development through coaching and managing opportunities
- A world-class training program in financial services
- A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded