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Job Description
What is the opportunity?
The successful candidate will be working from their home office however mobility within Southwestern Ontario is required.
The Manager, Associates within our SWO Financial Planning business is responsible for developing and leading a team of associate sales support professionals. Through focused coaching routines they will develop a high level of capability and engagement within their team that will contribute to the practice management, productivity and business outcomes of the Financial Planners they support. The SWO Financial Planning business has three Managers of Associates and they are a critical part of the market leadership team and partner very closely with Managers Financial Planning, Financial Planners, and RVP FP for SWO to ensure an improved client experience, simplified way to do business and enhanced collaboration while driving the achievement of business goals.
What will you do?
• Collaborate with partners to integrate the Associate role as the key support on the Financial Planning team.
Coach and develop at team of professionals to support planners and clients with everyday banking, credit and investment transactions and advice.
Develop and coach their team to excel in practice management routines and be a trusted strategic partner for the financial planners they support
• Provide coaching and training to enable the Associates to champion problem resolution ensuring clients' satisfaction, leveraging partners to resolve the issue and advising the Financial Planner of potential escalation/major issues.
• Foster a continuous improvement approach to employee development by helping employees increase their skills, knowledge, and abilities and ensuring accreditations are up to date through the creation of a solid Personal Development Plan/Action Plan.
• Coach the team to promoting awareness and foster relationships with internal partners
What do you need to succeed?
• A minimum of 3 years leadership experience, with a proven track record of managing and developing teams.
• Proven change leadership ability
• Strong Organizational skills with the ability to manage a geographically diverse team
• Strategic mindset with ability to prioritize for greatest impact
• Proven application of business acquisition, establishing community and client relationships, and success in business growth
Must have
• Branch Compliance Officer
• Investment Funds in Canada or Canadian Securities Course
• Must be mobile within Southwestern Ontario
Nice to have
Personal Financial Planning or Certified Financial Planning Designation is prefer
Post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience is preferred
Job Skills
Building Talent, Business Development, Inspiring, Long Term PlanningAdditional Job Details
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