Assistant Branch Manager/Advisor

Minimum of 2-3 years’ experience in a relationship management role within the financial industry (i.e. Banking Advisor, Financial Advisor)
Experience in a coaching / leadership role, or acting as a mentor to service or sales professionals
Mutual Funds accreditation (IFIC or CSC) and at least 2 years of licensed mutual fund sales experience within the last 3 years
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI or ability to write the exam within 4 months of start date
Demonstrated success delivering / coaching to providing advice to clients resulting in strong client relationships and superior sales results

Ensure high employee engagement through talent management, development & career planning
Deliver results through strong sales management routines and coaching ability
Provide professional advice and education with an ability to address complex credit and investment personal & business needs
Collaborate with market leading professionals in financial planning, retirement planning, home equity finance specialists & business banking experts to ensure clients receive customized, expert advice.
Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experience
Model & coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team
Address local community needs through appropriate recruitment and management practices

Strong communication and decision-making skills, with the ability to communicate and lead change
Strong multi-tasker and self-starter who is comfortable working independently, as well as in a flexible environment
A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience