Technical Consultant in Client Operations for global financial industry software company. Specializing in automation and collaboration with major investment banks to optimize structured products.
About the role
- Consultant role enhancing advisor experience through cross-functional collaboration and training at Canada Life. Focus on maintaining clear communication and developing training materials for sales teams.
Responsibilities
- Collaborate with cross-functional teams to identify the impacts on advisors of improvements or changes to their experience
- Investigate changes and updates to the advisor experience through processes or technologies
- Develop and maintain training and informational materials for intermediary sales teams regarding the advisor experience
- Design and deliver instructor-led sessions for intermediary sales teams
- Represent the Distribution, Wealth Management team on projects and initiatives
Requirements
- Post-secondary degree in a relevant field or equivalent experience
- Ability to communicate effectively with leaders and advisors
- Bilingualism (French/English) is a strong asset
- Strong leadership skills
- Strong organizational skills and high attention to detail
- Proficiency with Microsoft Office; graphic design and/or instructional design experience is a strong asset
- Experience with mutual funds, segregated funds, and investment products is an asset
Benefits
- Diverse and inclusive work environment
- Career development
- Employee well-being
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