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.
Manage a team of licensed Advisors, including monitoring team’s activities and providing day to day direction.
Work force planning and scheduling 1:1 coaching and performance management.
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.
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 focus on client retention and loyalty.
Manage the day-to-day sales and service function, ensuring that both sales and service elements are functioning optimally.
Ensure that Advisors are developing their understanding of products and trends with the marketplace.
Build and maintain relationships with individual distribution team, Dealer leaders and compliance staff.

Requirements

Successful completion of the Canadian Securities Course (CSC) or IFIC Life, Accident and Sickness licensed.
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.

Benefits

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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Canadian Securities Course (CSC)IFIC Life, Accident and Sickness licenseMutual Fund Industry knowledgeSalesforce.comIndustry distribution systems knowledgeInsurance laws and regulationsIndustry compliance standardsBranch Manager’s CoursePerformance managementData analysis

Soft Skills

Interpersonal skillsCollaborationAnalytical skillsOrganizational skillsPresentation skillsCommunication skillsFlexibilityRelationship buildingSales orientationService orientation

Certifications

MFDA Branch Manager statusCanadian Securities Course (CSC)IFIC Life, Accident and Sickness license