Assistant Branch Manager
$60,000–$100,000 year
On-site · Westmount, Quebec, Canada
Job Summary
As an Assistant Branch Manager, you will motivate and coach a team of Advisors, establish sales objectives, and enhance team's skills to maximize sales. You are responsible for ensuring high employee engagement through talent management and coaching routines. This role includes partnering with managers for operational effectiveness, coaching on client advice, and fostering community relationships. Qualifications include at least 2 years in a management role in the financial sector, mutual fund sales experience, and bilingual proficiency.
Required Qualifications
- Minimum of 2 years’ experience in a people management/coaching role within the financial industry
- Proven success in business growth and 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
- Bilingualism (English and French)
Desired Qualifications
- Experience in both business and personal banking
- Strong understanding of sales management routines
- 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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