Job Summary
Job Description
What is the opportunity?
The Associate Program Manager will provide Investment Counsellors training and best practices in regards to prospecting, business development, onboarding clients, maintaining a wealth management practice, as well as the primary tasks required of their role.
They will design, implement and manage innovative training solutions that allow advisor teams to become more efficient, leverage the right resources to identify opportunities, and provide service excellence
What will you do?
- Create, execute and maintain a comprehensive training program aligned with the company's overall business objective that enhances new advisor training, drives a high-performance culture, and develops existing knowledge of building and maintaining a wealth management practice
- Design, implement and manage innovative training solutions that allow advisor teams to become more efficient, leverage the right resources to identify opportunities, and provide service excellence
- Research and apply adult learning theories to maintain a solid understanding of the adult learning models that shape training experiences, to properly assess the learning needs of advisor teams, and to recommend and evaluate appropriate learning solutions
- Deliver in-person training and presentation to a large audience
- Support Associate Portfolio Manager Training
What do you need to succeed?
Must-have
- Experience working at PH&N Investment Counsel Inc
- Minimum of 5 to 7 years of the wealth management industry, including full-service brokerage
- Extensive experience delivering in-person training / coaching to large groups and deliver the message / point of view clearly
- Aptitude towards learning new software, strong ability to be self-taught and seek opportunitues to apply software to real-life business situations in order to increase relevance to the learner
- Excellent communication skills, both written and verbal
- Microsoft Suite skills, specifically PowerPoint
Nice-to-haves
- Project Management experience
- Retail Brokerage Experience in a branch setting
- Strong understanding of Business processes and applications
- Successful completion of Aptitude Suitability and Personality Compatibility Software
- Good knowledge of business trends and sales methodologies in the wealth management industry
Special Conditions
Please note there may be some travel involved throughout the year.
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work / life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies
Job Skills
Communication, Consulting, Critical Thinking, Customer Relationship Management (CRM), Decision Making, Group Problem Solving, Long Term Planning, Organizational Change Management, Results-Oriented, Solutions Development
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