Advisor Experience Consultant at Canada Life shaping advisor journey and enhancing experience across teams. Collaborating for actionable improvements in advisor experience goals and capabilities.
Responsibilities
Contribute to achieving end-to-end advisor experience goals
Develop and maintain accurate, up-to-date advisor journey and capability maps
Identify and implement continuous improvement opportunities
Support change management efforts
Requirements
3–5 years of experience in strategy, customer experience, or related roles, preferably within financial services
Proven communication and facilitation skills
Persuasive storytelling experience
Analytical mindset with the ability to interpret data
Solid understanding of the business environment and entrepreneurial advisor needs
Strong understanding of customer journey principles
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