Virtual Jobs in Markham, ON

Status: Permanent

Schedule: Full-Time

You’ll share responsibility for managing the Advice Centre, while developing your expertise through coaching and giving advice, with the career goal of leading a larger advice centre.

• Coach banking advisors and support them daily and in their career path to help them reach their full potential.
• Motivate your team to ensure an exceptional client experience
• Promote and foster the advisory approach of the banking advisor model
• Ensure an engaging client experience, develop lasting relationships and ensure proximity to clients.
• Promote synergy and work as a team to achieve the objective.
• Ensure compliance with identification, security and privacy standards to protect client and banking data and manage risk.
• Proactively identify workforce needs, and with the Advice Centre Manager, develop an action plan to address them.
• Support and coach the team in canvassing activities and making proactive contacts.

Your team

Join us and benefit from working with a large established company, covering an extensive territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our practical training programs help you master your job, with personalized content for continuous learning. You’ll have access to colleagues with a wide range of expertise to enrich your development in all aspects.

• College diploma in a 3-year technical program (DEC) and 6-7 years of experience OR bachelors degree and 3-4 years of experience
• Be a mutual fund representative (MFR)
• Extensive experience in team management and/or coaching
• Expertise in banking services, the advisory approach and business development.
• Ability to understand a problem and implement effective solutions to solve it.
• Ability to work in collaboration with various internal and external partners.