Manager, Financing Solutions
2 weeks ago
Responsibilities
:Educating and Engaging IG Advisors
Provide individual and Regional Office-level guidance to IG Advisors prior to financing referrals (i.e., client portfolio reviews) to help achieve sales targets Provide guidance to Advisors on: How and when to incorporate financing within the financial planning conversation and provide individual case support; adhering to IG Wealth Management policies and compliance Understand and analyze results of the guidance provided to Advisors and action areas of improvementCollaboration & Relationship Management with Internal & External Stakeholders
Build strong relationships with IG Advisors and clients; actively speak and engage with Advisors at Regional Office events and clients at area market events Build and maintain relationships with Regional VPs, and Private Wealth Management AVPs within region; provide updates, business unit briefings, and collect feedback Provide input and collaborate on training requirements for Advisors, where applicable Work with external stakeholders (vendors, partners) to align on product information/training and external data and tools Collaborate with IG Wealth Management financial planning experts to ensure financing solutions are aligned with all aspects of the clients’ financial planRequirements:
Expert knowledge of the financial services industry, specializing in mortgage and banking (i.e., conditions, trends, competitors, etc.) Strong knowledge of banking, and personal and commercial lending Knowledge of private banking Comprehensive knowledge of product and service offerings and salesforce Excellent presentation and communication skills, both written and verbal Excellent training and coaching skills Strong business development and relationship management skills Excellent client experience attitude with strong people skills Strong decision-making and critical thinking skills Bilingualism (English and French) is requiredQualifications:
Bachelor’s Degree / Post-Secondary Education. Commerce or Business Admin, is preferred 3 + years of experience in in the mortgage and banking industry with experience in a sales or business development role CFP, QAFP or F.Pl. are considered a strong asset CIM, FMA, CFA, FCSI designations are an asset-
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