Manager of Advisor Partnerships

3 weeks ago

London, Canada Financial Horizons Group Full time

Are you looking to be the face of a dynamic and evolving advisor value proposition? Are you an individual who can identify and close potential leads to acquire new business? Do you get excited about the opportunity to offer client consultation using customized sales, marketing, and educational advice?

If you nodded ‘yes’ to those questions, you may be the next **Manager of Advisor Partnerships** to join our team at Continuum

Curious? Keep reading

**Note**:

- This role is supported by a remote work arrangement anywhere across Canada.
- Occasional travel may be required.

**What will you be doing in this role?**:

- Facilitate the end-to-end business acquisition program - from targeting and valuation through to transfer/onboarding
- Foster an atmosphere of accountability, creativity, innovation, and continuous improvement.
- Develops and lives the vision to ensure everyone understands how they contribute to our shared success.
- Identify the critical contacts and relationships to support the Continuum Financial Centres (CFC) and Financial Horizons goals and objectives.
- Work closely with leaders and teams across the organization to ensure CFC strategy and capabilities are integrated as core to the Financial Horizons eco-system.
- Cultivate new growth opportunities, including development of plans and propositions to turn opportunities into results.
- Contributes to national business development strategy.
- Represent the CFC directly on larger acquisitions and in exploration of new growth levers ensuring a consistent, high-quality story is shared, understood and delivered on.
- Monitors, manages, and executes activities and tactics to support business goals, including design of activation campaigns, referral programs and other success enablers.
- Drive toward a personal acquisition target plus the team's achievement of their target. Manage activity, oversee the pipeline and reinforce and shape process.
- Embrace a problem-solving culture to unlock continuous improvement and improve velocity.
- Educate and supports learning across the organization and specifically within regional sales teams on how to integrate CFC solutions. Also provide field feedback to CFC leadership through discussion/reporting and partner engagement.
- Provide competitive intel on threats and challenges, providing an ongoing feedback loop.

**What should your qualifications and experience look like?****:

- 10+ years of experience associated with the role
- Executive level presentation and relationship building skills, able to influence advisors, peers, and leaders
- Deep knowledge of financial/insurance/wealth landscape and opportunities
- Previous entrepreneur (owned their own businesses) or experience working in startup environment or organizations with an agile culture
- Previous business consulting experience in any field
- Experience in working with tenured advisors and understanding of succession needs of advisors
- Experience in helping advisors build their business
- Knowledge about book value/target client markets
- Knowledge of advisor compliance requirements
- Attitude that encourages new approaches, challenges the status quo and inspires creativity and risk-taking while protecting the core.
- Attitude to thrive in a fun, fast-paced environment
- College Diploma, University degree, or equivalent experience
- Fluent in French and English a strong asset

***:
**What competencies are required?****:

- The ability to make and close deals
- Customer service
- Financial planning skills
- Communication skills - verbal and written
- Presentation skills
- Time management
- Proactive
- Problem solving skills
- Relationship building skills
- Adaptability

**Benefits & Perks**:
Our service-driven approach at Continuum Financial Centres is facilitated by a collaborative and supportive work environment

These are some of the benefits we provide:

- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Wellness Credit program Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

**Who are we? **:

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