Assistant Branch Manager
On-siteRegina, Saskatchewan, Canada
Job Summary
Manage a high-performing team of Advisors by motivating staff, coaching on client advice, problem resolution, and digital enablement, and driving sales routines to maximize referral opportunities. Ensure high employee engagement through talent management, career planning, and consistent sales development while partnering with leadership to optimize branch operations and operational effectiveness. Inspire superior retailing excellence by establishing internal and external relationships, addressing local community needs through recruitment, and advocating for multichannel usage to deliver a memorable client 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
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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.