Director - Remote Advisory Center (Hybrid)

WhatJobs?; Edmonton; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A leading company is seeking a Director for their Remote Advisory Center in Edmonton. This hybrid role involves leading a team to enhance customer experience and achieve financial goals. Candidates should have substantial experience in team management within the financial sector, with a focus on coaching and business development. The position offers competitive compensation and a range of flexible benefits, promoting a collaborative work environment.

Benefits

Health and Wellness Programs

Insurance

Pension Plan

Employee Share Ownership

Assistance Programs

Telemedicine

Virtual Sleep Clinics

Qualifications

• 5-10 years of experience in team management or coaching.
• Minimum two years as a Mutual Funds Representative.

Responsibilities

• Lead a team of advisors to meet client needs and ensure customer experience.
• Achieve financial goals through team guidance and business development.

Skills

Team Management

Coaching

Business Development

Customer Service

Education

College Diploma

Bachelor's Degree

Master's Degree

Job description

Director - Remote Advisory Center (Hybrid)

Location: Edmonton, Alberta, Canada

Confidential

Posted 1 day ago

Full Job Description

This is a hybrid attendance position, job number 26217, in the Manager category, with a permanent contract. The role is full-time, based in Edmonton, Alberta, within the advisory services and call centers sectors.

As a Director at the Customer Experience Center in the Remote Advisory Center sector, you will lead a team of advisors dedicated to meeting diverse client needs while ensuring a superior customer experience. You will foster a motivating environment that promotes customer service and professional growth, leveraging your coaching skills, passion, innovative spirit, and agility.

Your Role:

• Achieve financial goals by guiding your team in behaviors and business development activities.
• Provide personalized coaching to develop team skills and support their professional journeys.
• Mobilize employees to meet customer acquisition, retention, and loyalty objectives, creating a client-focused culture.
• Oversee daily operations, ensuring exceptional customer experience through hands-on leadership.
• Participate in projects and missions as an expert.
• Engage with internal and external partners to develop and evolve partnership models.
• Ensure team compliance with engagement rules, customer segmentation, risk management, and operational procedures.
• Act as the Compliance Officer of the Business Unit (BCO) supervising mutual fund representatives.

Team and Work Environment:

Reporting to senior management, you will work with leaders, advisors, agents, and partners. The position is in-person at the office, with a flexible schedule including some evenings.

Required Skills and Experience:

• 5-10 years of experience in team management, coaching, or business development in the financial sector.
• Relevant educational background: college diploma (8-10 years experience), bachelor's degree (5-7 years), or master's degree (5 years).
• Minimum two years as a Mutual Funds Representative (MFR).
• Responsibility for compliance as a BCO or willingness to become one within 3-6 months.

Desired Skills:

• Experience managing customer service and business development teams.
• Knowledge of customer contact centers in the financial industry.
• Languages: English.

Benefits:

Competitive compensation and a range of flexible benefits, including health and wellness programs, insurance, pension plan, employee share ownership, assistance programs, banking services, community involvement opportunities, telemedicine, and virtual sleep clinics.

Our work environment promotes collaboration, feedback, and inclusivity, with a focus on putting people first and making a positive impact on lives.

We welcome all candidates and provide accommodations during the recruitment process upon request.