AddressDescription
Were looking for a committed, trustworthy and empathicperson to come on board as our Team Leader, Estate Payout with our Member Contact Centre team located in Regina, Saskatchewan. In this role, you will be responsible for leading a team of Estate Payout Assistants and Advisors to ensure delivery of Estate Payout service solutions to our valued members.
Your time:
Coaching and supporting your team to achieve individual and company goals
Empowering your team to build meaningful, supportive relationships with their members
Implementing and supporting centralized Estate Payout administration processes across the organization
Your experience:
One or more of the following courses:
Retirement Planning Certificate (CIFP RRC) or
Retirement Planning and Risk Management and Estates (CIFP 201 & 204)
Financial Planning 1 and Financial Planning 2 (CSI FP1 & FP2)
Fundamentals of Personal Financial Planning (CUIC 240)
3 years wealth and/or sales experience
5 years formal or informal leadership experience
