Leadership Opportunities
7 days ago
Job Summary
Job Description
What is the Opportunity?
We are seeking a highly motivated and experienced professional to lead a high-performing team of financial advisors in a dynamic and fast-paced environment. As a Branch Leadership candidate, you will be responsible for motivating and coaching your team to achieve exceptional sales and referral results, while establishing and achieving team objectives.
Key Responsibilities
- Develop and implement sales management routines to drive team performance and achieve business objectives.
- Coach and mentor team members to enhance their skills and capabilities, and provide guidance on client advice and education, problem resolution, and digital enablement.
- Partner with senior leaders to ensure operational effectiveness and maximize team performance.
- Inspire and lead the team to deliver a memorable client experience, and foster a culture of excellence and innovation.
- Leverage internal and external partnerships to support business objectives and drive growth.
- Address local community needs through strategic recruitment and management practices.
Requirements
- Minimum of 2-3 years' experience in a people management or coaching role within the financial industry.
- Proven success in business growth, community and client relationship building, and sales management.
- 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.
Preferred Qualifications
- Experience in both business and personal banking.
- Strong understanding of sales management routines and ability to lead the team to action.
- Post-secondary diploma/degree, ideally in commerce, business administration, or related field.
- Entrepreneurial mindset, with the ability to seek out and develop new business opportunities.
What We Offer
- A comprehensive Total Rewards Program, including performance-based bonuses, flexible benefits, and competitive compensation.
- Leaders who support your development through coaching and managing opportunities.
- A world-class training program in financial services.
- A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded.
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