Leadership Opportunities
1 day ago
We are seeking a Branch Leadership candidate to motivate and coach a high-performing team of Advisors in a dynamic, high-volume marketplace.
As a Branch Leadership candidate, you will be responsible for motivating and coaching a high-performing team of Advisors in a dynamic, high-volume marketplace. You will establish and achieve team objectives, coach your team to increase skills and capabilities, and promote problem resolution at first point of contact. You will also build relationships and encourage collaboration across all roles, and support the ongoing development of your team through consistent sales routines.
The successful candidate must be reasonably mobile across Peterborough, Lakefield & Kawartha Lakes communities.
Key Responsibilities:
- Ensure high employee engagement through talent management, development and career planning
- Deliver results through strong sales management routines and coaching ability
- Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team
- Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experience
- Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
- Leverage partners to establish both internal and external working relationships to support business objectives
- Address local community needs through appropriate recruitment and management practices
Requirements:
- Minimum of 2-3 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
Nice-to-have:
- Experience in both business and personal banking
- Strong understanding of sales management routines and ability to lead the team to action
- Post-secondary diploma/degree, ideally in commerce, business administration, or related experience
- Entrepreneurial mindset, with the ability to seek out and develop new business
We offer a comprehensive Total Rewards Program, including performance-based bonuses, flexible benefits, and competitive compensation. Our leaders support your development through coaching and managing opportunities, and we provide a world-class training program in financial services. Our collaborative dynamic culture recognizes and rewards personal initiative and hard work.
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