Advisor Engagement
6 months ago
**Job Description**:
We are looking for an
**Advisor Engagement & Insights Lead** to join our team.
Reporting directly to the AVP, Market Activation & Advisor Engagement, you will be accountable for developing and mobilizing the vision, mission, and values of Advisory Network to ensure cohesiveness across all advisor engagements. You will work to achieve Advisory Network commitments and will be responsible for building out a centralized model for advisor surveys and action planning. It will be critical to maintain an understanding and awareness across the business and organization and ensure a unified view of ‘our story’ is shared across all advisor interactions.
**What you will do**
- Work with senior leaders and projects to implement innovative, advisor-centric engagements across multiple channels
- Define customed approaches to key audiences, both internally and externally, ensuring that strategies and approaches align with the distinct needs and expectations of AN leadership, support and advisors, but with an eye to effectiveness and efficiency across the channels
- Oversee the development of standards guides that can be used across different teams to ensure efficiency and alignment of messages when engaging advisors for feedback
- Define efficient work processes and build strong relationships within the team and across business divisions
- Identify emerging tools/media/channels for communicating with advisors, and advocates for investments to enhance insight capabilities
- Socialize a shared dashboard of analytics and insights on advisor engagement with survey deliverables
- Build partnerships across the organization in ideation, development, and implementation ofstrategies to improve the way we engage with advisors. Advocate for the advisor perspective
**What you will bring**
- 8+ years of Marketing & Communications or UX experience
- Marketing degree, Business Communications, Bachelor of Business Administration-Marketing, Communication studies, or equivalent experience
- Understanding of financial services, distribution experience preferred
- Demonstrated ability to work with senior leadership on the development of large-scale strategies and transformation
- Exceptional messaging skills; develops effective messages and materials that tell compelling stories based in advisor feedback and insights
- Experience with centralizing work and building effective processes to streamline inefficiencies.
- Strong knowledge of advisors and how effectively collect feedback
- Track record of collaboration and influence while working in cross corporate teams, ability to resolve tensions and work cross functionally
- Structured and analytical planning approach, designs appropriate work-back schedules to drive effective implementation
- Applies a structured process to arrive at creativity
**_ 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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