Advisor Experience Consultant

2 weeks ago

Toronto, Canada Canada Life Assurance Company Full time

**Job Description**:
We are looking for an Advisor Experience Consultant who will design and execute the end-to-end Advisor Experience impact assessment and stage-gating process that is focused on increasing the quality of initiative delivery/impact while reducing risk associated with introduction of new ways of doing business for advisors.

**What you will do**
- Define and evolve “end-to-end” advisor experience assessment processes, tools/templates, and best practices to improve the quality/impact of strategic initiative delivery
- Embed change management disciplines/best practices and codify learnings from ongoing initiative launches.
- Develop an approach to measuring quality of field/advisor through initiative delivery stages and embed ongoing learning in the ongoing process
- Represent Advisory Network on advisor
- and client-impact initiatives across the organization, ensuring that both senior leader and advisor/field needs, or perspectives are incorporated into initiative design and delivery.
- Complete experience impact assessments for high-priority/high-impact Individual Customer + Advisory Network strategic initiatives, working closely with a very diverse range of business partners to understand impacts to how we do business with advisors. (For example, digital and product developments and change management needs).
- Manage the end-to-end experience stage-gating process of key advisor/field-facing initiatives; Lead the execution of a repeatable experience stage-gating process with a focus on 1) understanding “end-user” experience impacts related to key business initiatives and 2) ensuring that well-defined implementation plans are in place to introduce changes.
- Collaborate with diverse business partners, including Senior Leadership, to execute the experience gating process. Work with business partners/initiative to complete analysis, produce artifacts, etc. as required. Supports the Director in shaping and delivering recommendations to senior stakeholders (VP, SVP, EVP).
- Where appropriate, present options/recommendations to shape initiative delivery approach in a way that improves ability of advisors/field team to adapt to changes. Taking ownership over incorporating stakeholder feedback and identifying opportunities to strengthen initiative delivery plans and work with initiative leads to ensure action is taken against these items.
- Complete post-implementation reviews to assess the quality of initiative delivery and identify future improvement opportunities or best practices that can be applied elsewhere.

**What you will bring**
- Experience in change management, project management, design thinking, business architecture, journey mapping, and digital experience development and delivery.
- 6+ years in financial services or business management role.
- Education acquired through a university degree or college certification.
- Master’s degree in a related business discipline is an asset.
- PMP designation an asset.

**_ Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto, London, Winnipeg._**

**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
- We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee _
- has the opportunity to_
- reach their potential._
._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**.

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