Director, Corporate Channel

4 weeks ago

Canada IG Wealth Management Full time

Responsibilities Talent acquisition Partner with the Talent Acquisition team to recruit and onboard high performing advisors focused on client service excellence through financial planning service excellence through financial planning Coaching and performance management Effectively train, coach and mentor Advisors to successfully service and grow client relationships. Coach to the use of Living Plan Portal (LPP) and other IGWM tools to optimize the client experience and business results. Ensure service standards are followed as part of both the client transition process and ongoing clientservice. Conduct regular individual coaching sessions with team members, fostering open communications, continuous support, learning and career progression. Support advisors in client meetings as required. Responsible for the annual corporate performance management cycle for Advisor including setting objectives, development plans and performance reviews. Effective execution and change management Maximize efficiency and enhance service levels through the use and adoption of all of IGWM’s digital tools by advisors. Utilize available reporting and analysis to support advisors in the identification of future business opportunities. Organize and lead advisors to achieve key goals and objectives considering both business strategy and the achievement of successful client outcomes. Identify opportunities for business and process improvements and implement changes as developed by the leadership team. Client and Advisor focus Lead a team of advisors who provide the highest quality service to clients and consistently exceed client expectations. Create and maintain a culture of compliance and risk management through ensuring procedural, regulatory, and division policies are followed. Demonstrate a strong awareness of respectful workplace policies, ensuring an inclusive professional environment and promoting / creating a culture of diversity. Qualifications 7-10 years of experience in the financial services industry. 5+ years of experience in people leadership. Post secondary degree in business or a relevant field. IFIC Mutual Fund or Canadian Securities Course or Insurance equivalent preferred. Financial Services Designations preferred (CFP, CLU, CFA, CA, CMA etc.). Comprehensive mutual fund, mortgage and / or insurance industry experience. Performance-driven high achiever with strong sales management, performance coaching and financial planning excellence. Proficiency in the use of digital tools including Microsoft Office, Advisor Portal (Salesforce) and Living Plan Portal (Conquest financial planning software). Excellent presentation and communication skills, both written and verbal. #J-18808-Ljbffr

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