Hybrid Advisor Experience Consultant – 12 Month Contract

Posted last month

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About the role

  • 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

Benefits

  • Health insurance
  • Professional development opportunities
  • Flexible working hours
  • Paid time off

Job title

Advisor Experience Consultant – 12 Month Contract

Job type

Experience level

Mid levelSenior

Salary

CA$63,500 - CA$105,800 per year

Degree requirement

Bachelor's Degree

Location requirements

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