IT Consultant providing tailored IT solutions and support for clients in managed services. Involves project management, infrastructure maintenance, and team collaboration in a hybrid environment.
About the role
- Wealth Consultant supporting regional Managers and Advisors with Wealth and Dealer processes. Ensuring high client satisfaction and sales objectives through expert guidance and training.
Responsibilities
- Support Regions, Managers, and Advisors with comprehensive, timely, and expert Wealth and Dealer support;
- Support the growth of Wealth business in the region
- Build capability and expertise among Advisors on Dealer process, Wealth processes, tools, and systems, providing expert guidance and technical expertise
- Ensure Advisors, other field-based relationships, and sales roles are equipped with technical expertise on Dealer and Wealth solutions (mutual funds, registered plans, regulatory requirements, trade execution, and portfolio maintenance)
- Build capability and awareness of key Wealth areas to ensure high levels of client satisfaction and sales objectives are met and exceeded in the Region
- Work with partners in Dealer and training specialists teams in a region to ensure learning programs for Advisors are comprehensive and up to date on Wealth Management and Dealer practices
- Equip Advisors with timely, accurate, and relevant information and materials on Wealth products; Communicate capabilities and service offerings building relationships with Advisors and Managers through sales presentations
- Build and continually extend advisor capability and knowledge of Wealth products
- Lead onboarding of new Advisors with respect to Dealer and Wealth practices
- Act as an internal subject matter expert for group training activities
Requirements
- University degree with a minimum of 7 years of related experience, in the investment management industry, wealth products, or an equivalent combination of education and experience
- Experience includes coaching, consultation, wealth product development, sales in financial services, and relationship management
- Expertise in mutual funds, registered plans, relevant regulatory and compliance requirements
- Expertise in Dealer processes: trade management, systems and technologies, reporting, and administration
- Business acumen; including an understanding of sales and client relationship techniques
- Strong presentation and facilitation skills
- Exceptional organizational skills and the ability to work in a matrix environment
Benefits
- Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- A collaborative and interactive team environment
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