Bilingual Manager, Practice Technology

4 weeks ago


Québec City, Canada IG Wealth Management Full time

Responsibilities

:

Lead regular region training sessions on Advisor Platform applications

Present on-site training for region meetings

Present on-site and virtual training for small groups

Provide regular updates on new features and enhancements to the Advisor Platform ·Promote the use of self-guided training materials

 Provide direction on problem resolution and escalation channels

Provide deskside coaching for consultant teams on Advisor Platform applications

Deliver individual coaching to IGPWM teams

Deliver small group coaching to IGWM teams

Record and track coaching activities

Train and support new consultant, associate, and assistant hires on Advisor Platform applications

Deliver onboarding training for Advisor Platform applications

Provide input to Advisor Platform applications teams

Aid in new feature and enhancement ideation and prioritization

Aid in post-implementation verification testing

Aid in development of Advisor Platform application training materials

Collaborate with leadership and IG University to create job aids, training modules, and presentations in support of Advisor Platform application adoption

Requirements:

 3-5 years of experience in the financial services industry

 Post secondary degree

 Performance-driven high achiever with strong performance coaching and presentation excellence

 Proficiency in the use of digital tools including Microsoft Office, Advisor Portal (Salesforce)

 Proficiency in one or more applications in the Digital Advisor Platform and general aptitude for digital applications

 Excellent presentation and communication skills, both written and verbal

 Bi-lingual in French and English is a requirement

Digital Advisor Platform applications include Advisor Portal (Salesforce), Tableau, Online Access (Client Portal), Digital Forms (Salesforce/DocuSign), Transact, Living Plan Portal (Conquest Planning), Investment Portal (CapIntel), Nesto, MS Teams, MS Bookings, IG University Campus (SAP Success Factors), social selling applications, plus other applications added to the DAP in future. (Note: LPP training will be limited to non-planning support, including LPP plan setup and report generation).



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