Advisor Experience

Advisor Experience & Engagement Consultant

Company: CGL
Department: Client Engagement
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: English is required, French is an asset
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

The Advisor Experience & Engagement Consultant builds and executes strategies to improve the overall advisor engagement. This role is responsible for developing, coordinating and executing experience – related activities, utilizing collected data to drive engagement strategy, and lead the implementation of programs that promote continuous improvement. The Consultant collaborates closely with the Advisor Experience & Engagement Specialist, the Manager, Advisor Experience & Engagement, and other internal partners to ensure initiatives are aligned with business goals and effectively address advisor needs. This role will need to build strong relationships with advisors, Retail Sales Managers and other corporate leaders to build synergies. This role requires strong organizational skills, a service-oriented mindset, strong ability to influence and persuade, and the ability to translate insights into meaningful actions that support advisor satisfaction and performance.

How you will create impact:

- Lead the execution of advisor experience and the development of engagement initiatives aligned with the key stages of the advisor journey.
- Build strategies aimed to improve advisor satisfaction and engagement.
- Identify and initiate activities across product, compensation, and operational changes impact advisors.
- Identify continuous improvement efforts across advisor support programs.
- Identify pain points and collaborate with appropriate stakeholders to resolve issues impacting the advisor experience.
- Ensure activities are aligned with advisor-centric design principles.
- Influence the design and deployment of advisor surveys and feedback tools.
- Lead the formulation of actionable recommendations as a result of survey summaries.
- Proactively build strong relationships with Advisors and Agencies to understand potential conflicts and areas of opportunity in engagement.
- Collaborate with internal teams to ensure clear and consistent communication of advisor-facing initiatives.

How you will succeed:

- Excellent verbal and written communication skills.
- Analytical thinking with the ability to interpret data and identify experience trends
- Corroborative mindset with the ability to build relationships across cross-functional teams
- Working knowledge of advisor experience concepts and user journey mapping
- Demonstrated success with service design, experience improvement frameworks, or customer-centric processes
- Ability to support initiatives that enhance advisor engagement and satisfaction.

To join our team:

- You have 6-9 years of experience in the Insurance industry.
- Working collaboration with cross-functional teams
- Strong problem-solving skills
- Ability to build and maintain positive relationships with stakeholders
- Customer- and advisor-centric mindset with high emotional intelligence
- Strong ability to influence in order to gain buy in on initiatives
- Flexibility and adaptability in a dynamic, evolving environment

What you need to know:

- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.

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