Advisor Experience Consultant enhancing advisor experience for Wealth Wholesale teams. Collaborating with cross-functional teams and developing materials for better advisor engagement.
Responsibilities
Collaborate with cross-functional teams to identify advisor-facing impacts from enhancements or changes to advisor experience
Responsible for investigation of advisor experience changes and updates through process or technology
Develop and maintain learning and informational materials for Wholesale teams relating to the advisor experience
Develop and deliver facilitated sessions to the Wholesale teams
Help foster understanding of the advisor experience within the Wholesale teams
Maintain appropriate team documentation, including procedural guides and job aids
Represent the Wealth Distribution team in projects and initiatives
Have the ability to create and interpret KPI’s with a focus on meaningful data that will influence the path forward
Requirements
Strong Leadership skills
A sales-focused mindset
Creative problem solver
Capability to think critically in complex environments
Creative thinking outside the box to solution ideas to express the advisor experience clearly
Prior experience working with mutual and segregated funds, and investment products is an asset
Highly organized and detail oriented
Proficiency in Microsoft Office suite, graphic design, and/or instructional design a strong asset
Relevant post-secondary Degree/Diploma or equivalent experience
Bilingual (French/English) is considered a strong asset
Ability to communicate effectively with leaders and advisors
Proven ability to learn and handle multiple priorities in a challenging work environment
Proven interpersonal / teamwork skills on high performing teams
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