Director, Practice Management

Worldsource Wealth Management; Ontario; Remote; CAD 110,000 - 135,000; Full time

Job summary

A leading financial services firm is seeking a Director, Practice Management. The role focuses on delivering coaching and consulting services to enhance advisor efficiency and business optimization. With responsibilities encompassing strategy development and team leadership, the position demands advanced financial knowledge and exceptional communication skills. This remote work opportunity offers a competitive salary commensurate with experience.

Qualifications

• Minimum of 7 years of related experience.
• Ability to work independently and on a team.
• Familiarity with dealer processes and operational workflows considered an asset.

Responsibilities

• Planning, executing and managing the overall practice management strategy.
• Overseeing and developing a team of facilitators.
• Conducting training, coaching, and facilitating business results.

Skills

Advanced knowledge of financial concepts

Sales skills

Strong communication skills

Coaching

Organizational skills

Education

Post-secondary degree

CSC, CFP, CIM or CFA designations

Tools

Microsoft Office

Job description

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*This position offers the flexibility to work remotely from Canada.*

JOB STATEMENT:

The Director, Practice Management will use their specialized knowledge and advanced skills to plan and execute programs and strategies to deliver industry-leading coaching and consulting services, share best practices, and lead engagements. This proactive and self-managed individual will align practice goals with the broader corporate strategy, ensuring resources are used efficiently to meet both advisor expectations and financial objectives.

RESPONSIBILITIES:

• Planning, executing and managing the overall practice management and learning strategy to support advisors on developing business optimization and growth objectives, such as but not limited to: enhancing the client experience, creating capacity, sales skills, articulating advisory value proposition and value, client and prospecting events, leadership, and positioning a practice for future succession;
• Supporting advisors and their teams to ensure that client needs are met efficiently and effectively while maintaining exceptional service experiences;
• Working collaboratively within a team of colleagues as a subject matter expert on initiatives that support advisor growth and/or help advisors run more efficient practices;
• Overseeing and developing a team of facilitators, content creators and coordinators to ensure that the highest level of training and support tools are delivered to our advisors to support business results;
• Developing and delivering content in various mediums, e.g. live virtual sessions, in-person workshops, one-on-one coaching, or self-paced eLearning and on demand resources;
• Conducting training, coaching, facilitation and apply change management expertise to drive business results in one-on-one and group settings;
• Developing technical content (e.g. articles, blogs) that can be delivered through various external media opportunities (e.g. Newsletters, Linked In, Podcasts);
• Investigating and implementing viable third-party content to support the needs of our diverse advisor network;
• Creating strategic partnerships with Relationship Managers to work closely to drive adoption of initiatives and achieve business goals;
• Developing strategies in response to data-driven advisor and business metrics to drive adoption of digital platforms, create capacity and drive business growth; establishing and measuring Key Performance Indicators (KPIs) to monitor success and make data-driven decisions;
• Soliciting feedback from advisors to foster a collaborative culture and meet the demands of an evolving industry; monitoring and evaluating evolving industry trends best practices, emerging technologies and competitors to drive innovation and stay ahead of industry developments; and
• Other projects, duties and responsibilities as required.

QUALIFICATIONS:

• Post-secondary degree or equivalent experience
• Minimum of 7 years of related experience
• Advanced knowledge of a variety of financial concepts, sales and advisory practices; financial products, portfolio management techniques, including ESG solutions and engagement tools considered an asset
• Ability to work in an agile working environment to respond to the bespoke needs of the partner
• Advanced skills in, and a passion for, coaching and adult education
• Strong communication, listening and presentation skills
• Ability to be strategic and creative
• Advisor-centric; providing a high level of service and consistency in a professional manner
• Successful completion of CSC, CFP, CIM or CFA designations and adult education certification
• Ability to work independently and on a team
• Excellent organizational skills and detail oriented
• Familiarity with dealer processes and operational workflows considered an asset
• Proficient in Microsoft Office, with an emphasis on PowerPoint and Excel Familiarity with various media, classroom, training and AV equipment considered an asset
• Ability to work on multiple projects concurrently, in a fast-paced environment, and balance competing priorities

COMPENSATION:

Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to [e-mail].

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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