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Regional Director, Estate and Financial Planning Services Leader
2 months ago
As a Regional Director, Estate and Financial Planning Services, you will play a key role in leading the Regional Financial Planning Service team to deliver exceptional estate and financial planning services to clients and advisors. This is a leadership position that requires strong partnership skills, technical expertise, and a passion for delivering holistic planning solutions.
Key Responsibilities- Contribute to the company's sales results by ensuring the delivery of estate and financial planning services to advisors within your region.
- Lead and manage a regional team of professional financial planners, providing guidance on technical competence and expertise.
- Develop and implement strategies to drive the culture of holistic planning within the organization.
- Maintain a current and thorough knowledge of estate and financial planning through research and industry-related functions.
- Act as the voice of the Financial Planning service delivery team within the organization, participating in leadership discussions and contributing to the development of financial planning expertise.
- Collaborate with Insurance Sales Directors and Advanced Case Managers to ensure a smooth Case Consultation process for advisors and clients.
- Deliver seminars and presentations on advanced planning topics, working with the Financial Planning Support team and Directors of Advanced Planning.
- 10+ years of experience in financial planning or a related field.
- One or more of the following certifications: CFP, CLU, TEP, CPA, LLB, FEA.
- Expert knowledge of estate and financial planning, as well as industry-related issues.
- Previous leadership experience and a proven ability to provide strong leadership.
- Excellent verbal and written communication skills, with strong relationship management skills.
- Proven record of high achievement and result orientation, with experience working with financial planning software.
- A dynamic and supportive work environment that encourages growth and achievement.
- Flexible benefits to meet the needs of you and your family.
- A company recognized as a 2023 Most Trusted Executive team by Great Place to Work Canada.
- Opportunities to join our Inclusion Networks and give back to your community through our You Give, We Give program.
