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
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