Financial Services Manager
4 weeks ago
We are seeking an experienced Financial Services Manager to join our team in Regina, Canada. This is a full-time position with a competitive salary and benefits package.
Job SummaryThe successful candidate will be responsible for leading a high-performing team of advisors in a dynamic and rewarding marketplace. You will coach your team to increase skills and capabilities, maximize sales and referral opportunities, and promote problem resolution at first point of contact.
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.
To be successful in this role, you must have:
- A minimum of 2 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.
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.
Why Join UsWe thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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