Assistant Branch Manager
On-siteSt. Thomas, Ontario, Canada
Job Summary
Motivate and coach a high-performing team of Advisors to increase skills, maximize sales, and enable digital education. Coach the team on client advice, problem resolution, and prevention at first point of contact while advocating for multichannel usage. Deliver results through strong sales management routines and partner with leadership to ensure operational effectiveness and maximize team performance. Establish internal and external working relationships to support business objectives and address local community needs through appropriate recruitment practices. Ensure high employee engagement through talent management, development, and career planning. Available for rotational shifts including Tuesday to Saturday and Monday to Friday, with extended hours. Requires 2 years in people management within the financial industry and 2 years of licensed mutual fund sales experience.
Required Qualifications
- Minimum of 2 years' experience in a people management/coaching role within the financial industry
- Proven success in business growth, as well as establishing community and client relationships
- At least 2 years of licensed mutual fund sales experience within the last 3 years
- Mutual Funds accreditation (IFIC or CSC)
- Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI, or ability to write the exam within 4 months of start date
- Must be available to work rotational shift of Tuesday to Saturday and Monday to Friday as well as extended hours
Desired Qualifications
- Experience in both business and personal banking
- Strong understanding of sales management routines and ability to lead the team to action
- Post-secondary diploma/degree, ideally in commerce, business administration, or related experience
- Entrepreneurial mindset, with the ability to seek out and develop new business
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