Job Summary
Job Description
What is the opportunity?
The Manager, Associates within our SWO Financial Planning business is responsible for developing and leading a team of associate sales support professionals. Through focused coaching routines they will develop a high level of capability and engagement within their team that will contribute to the practice management, productivity and business outcomes of the Financial Planners they support. The SWO Financial Planning business has three Managers of Associates and they are a critical part of the market leadership team and partner very closely with Managers Financial Planning, Financial Planners, and RVP FP for SWO to ensure an improved client experience, simplified way to do business and enhanced collaboration while driving the achievement of business goals.
The successful candidate will be working from their home office however mobility within Southwestern Ontario is required.
Collaborate with partners to integrate the Associate role as the key support on the Financial Planning team.
What will you do?
What do you need to succeed?
A minimum of 3 years leadership experience, with a proven track record of managing and developing teams.
Branch Compliance Officer
Must have
Must be mobile within Southwestern Ontario
Nice to have
Post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience is preferred
Personal Financial Planning or Certified Financial Planning Designation is prefer
Job Skills
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and Equal Opportunity Employment
nclusion
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