Financial Planning and Sales Development Training Specialist

3 weeks ago

Vancouver, British Columbia, Canada BlueShore Financial Full time

Financial Planning and Sales Development Training Specialist (12 Month Term)

The Financial Planning and Sales Development Training Specialist will collaborate as an expert advisor with our retail operations and business leadership to identify, design, implement and evaluate learning solutions that enhance sales performance and support the achievement of strategic goals. This role serves as a trusted advisor, forming strategic partnerships in order to design curriculum and facilitate specialized learning on BlueShore's differentiated client experience. The ideal candidate will have a proven Financial Planning/Sales Development background with some experience with learning/training/coaching as part of their previous role(s).

BlueShore Financial is a division of Beem Credit Union. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.

This position will provide a flexible hybrid schedule with approximately two days a week in our corporate office in North Vancouver. The requires availability work on-site to facilitate in-person learning sessions as required.

Key responsibilities of this role are:

  • Collaborates with stakeholders to assess and identify learning & development needs, and recommend solutions to meet branch, department, or individual learning objectives related to sales skill development, financial planning, client service and/or the delivery of financial advice.
  • Researches, designs, implements, facilitates and evaluates specialized programs, such as the Financial Planning Curriculum, that address and support future talent requirements and all aspects of our approach to building intentional client relationships.
  • Develops and delivers traditional and digital training programs, instructional material and evaluation tools related to sales coaching, sales training and/or practice management.
  • Provide support to Advisory Sales Team members on the delivery of advice and Financial Planning. Activities may include coaching, mentoring and instruction on how to effectively build and nurture intentional client relationships across all aspects of the sales cycle: prospecting/approaching/engaging, discovery, developing/delivering the plan or proposal, and closing/implementing.
  • Participates in related strategic, organizational projects as a subject matter expert, identifying scope, resources, outcomes, communication, and implementation plans.
  • Leads learning for Retail or organization-wide projects by collaborating with stakeholders on gathering requirements to identify business needs to appropriate learning/training solutions. Manages all learning outcomes and deliverables associated with the project such as: scope, milestones, schedule, resources and learning communications
  • Provides input to leadership on Advisory Sales Team member competencies based on their observations in support and training interactions with staff.

Qualifications and Experience

  • Proven experience in financial services and with financial planning strategies including practical experience with effective sales communications, sales cycle and related processes
  • Certified Financial Planner (CFP) Designation preferred or working towards
  • Experience in training, sales coaching, learning and development (or any combination of relevant experience in these areas)
  • Certified Training and Development Professional (CTDP) or BC Provincial Instructors Diploma (PIDP) or equivalent considered an asset
  • ​Solid knowledge of a wide range of financial planning technologies/systems
  • Proficiency in Microsoft Office applications, live virtual instruction tools (MS Teams or WebEx), digital authoring tools (Articulate Storyline, Canva, etc.) and other similar technologies considered an asset
  • Excellent verbal communication skills and ability to facilitate variety of audiences.
  • Excellent written communication skills and strong attention to detail.

Pay Transparency

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target range of this role is $90,600 - $106,500 per year. Employment offers are determined by knowledge, experience and internal equity.

What BlueShore Financial can provide you:

  • 4 weeks of paid vacation to start, plus paid personal and wellness days
  • Work that is critical and impactful to the entire organization
  • Benefit pay in lieu of benefits
  • Continuing education assistance
  • Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits)
  • Gender-neutral washrooms

What BlueShore Financial needs from you:

  • Recognize the strength that diversity, equity and inclusion brings
  • Forge relationships with colleagues for strong collaboration
  • Provide a premium level of service to all clients, internal and external
  • Communicate effectively and professionally
  • Exhibit a growth mind-set
  • Strive for continuous learning
  • Be a proactive thinker and problem solver
  • Demonstrate digital excellence
  • Be accountable for the risk responsibilities in your area

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas, you'll know you've arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you've experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. We've been entered into Waterstone Human Capital's "Hall of Fame" as one of "Canada's Most Admired Corporate Cultures".

BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.

We respectfully acknowledge that our services are provided on the unceded territories of the Lil'wat7ul (LíỈwat), xʷməθkʷəỷəm (Musqueam), Sḵwx̱wú7mesh (Squamish) and SəỈílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.

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