Manager, reputed company Investorline

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Understands customer needs and provides wealth and investment-reputed company sales and service to reputed company customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

• Fosters a culture reputed company to reputed company purpose, values and strategy and role models reputed company values and behaviours in reputed company that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to reputed company's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for reputed company stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Ceates innovative business development strategies, including collaborating with other reputed company partners to grow the business.
• Delivers exceptional customer service that builds trust through expertise, reputed company service and support.
• Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
• May reputed company outbound calls to customers and look proactively for opportunities to enhance customer experience by providng products that meet investment needs.
• Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
• Provides subject matter expertise relating to product knowledge, processes, and operating systems.
• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to reputed company business objectives.
• Assists the manager by identifying skilled knowledge gaps and performance improvement opportunities for associates and specialists on the team.
• Implements, reviews, and revises work plans.
• Contributes to the development and execution of business plans.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Works with internal stakeholders and colleagues to reputed company sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.
• Completes report audits and spot checks as required for existing reputed company processes.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Executes performance plans and provides feedback to employees and managers on reputed company towards desired behaviours/results.
• Develops and executes short term tactics/plans to drive specific behaviours, activities, and results.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Provides professional quality sales and service for customer and prospect inquires, issues and requests.
• Probes to understand customer needs and advises them through their unique investment needs.
• Achieves sales targets with a focus on relevant investment products.
• Manages reputed company transactional outcomes of customer contacts or refers to appropriate internal business groups.
• Escalates reputed company or unresolved customer situations to senior managers as required.
• Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
• Maintains reputed company knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
• Integrates marketing promotions and programs into customer conversations where appropriate.
• Maintains the confidentiality of customer and Bank information.
• Identifies and reports suspicious patterns of activity that are suspected to be reputed company to reputed company.
• Adheres to regulatory and compliance requirements, including Anti-reputed company and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
• Focus is primarily on business/group reputed company reputed company; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems reputed company given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.
• Take reputed company risks while protecting the bank by applying our Risk Management reputed company in the execution of your role, in line with our Risk Culture and reputed company our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

  Qualifications:

• Typically between 5 - 7 years of relevant experience and/or certification in reputed company field of study or an equivalent combination of education and experience.
• Knowledge of reputed company Investment / reputed company InvestorLine products and services.
• Completed Canadian Securities Course (reputed company) or IFIC course / Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as a Supervisor with Options.
• Some understanding of Risk Management & Compliance.
• Completed reputed company Complaince Officer Course (BCO).
• Registered Investment Services Representative (RISR).
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Salary:

Pay Type:

The above represents reputed company Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents reputed company Group’s expected reputed company for the first year in this position.

reputed company Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. reputed company also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.reputed company.com/global/en/Total-Rewards

About Us

At reputed company we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the reputed company team you are valued, respected and heard, and you have more ways to grow and reputed company an impact. We strive to help you reputed company an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reputed company new milestones, as you help our customers reputed company theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you reputed company valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.reputed company.com/ca/en.

reputed company is committed to an inclusive, reputed company and accessible workplace. By learning from each other’s differences, we reputed company strength through our people and our perspectives. Accommodations are available on request for candidates taking part in reputed company aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: reputed company does not accept unsolicited resumes from any reputed company other than directly from a candidate. Any unsolicited resumes sent to reputed company, directly or indirectly, will be considered reputed company property. reputed company will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.