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Senior Consultant, Practice Management, Coaching and Training Delivery

Senior Consultant, Practice Management, Coaching and Training Delivery

IaawgToronto, ON, Canada
9 days ago
Job description

Senior Consultant, Practice Management, Coaching and Training Delivery

Senior Consultant, Practice Management, Coaching and Training Delivery

Apply locations Toronto, Ontario Montreal, Quebec time type Full time posted on Posted 2 Days Ago time left to apply End Date : February 25, 2025 (15 days left to apply) job requisition id JR10022340

Job Description

About the role

Reporting to the AVP of Practice Management Coaching and Training Delivery, the Senior Consultant High Networth Practice Management Coaching and Training Delivery is responsible for :

  • Planning, designing, and delivering engaging solutions to enhance retention and knowledge transfer
  • Motivating and empowering Financial Advisors and their teams through engaging training sessions, interactive workshops, group and one-on-one coaching, and impactful presentations
  • Partnering with the AVP to research, design, and deliver tailored coaching programs focused on client management, practice management, and business development
  • Creating and updating industry-related content focusing on different aspects of the Independent and Entrepreneurial based Advisory Practice
  • Tracking program success measures and reporting on a regular basis
  • Collecting, reviewing, and making recommendations for future program enhancements based on Advisor and sales team feedback

Key accountabilities include but are not limited to :

  • Support and partner with Wealth Management Advisors to drive business growth
  • Provide strategic guidance and support in achieving goals related to SMA (Separately Managed Accounts)
  • Facilitate the integration of insurance solutions into advisors’ practices
  • Collaborate with advisors to develop tailored strategies that address client needs and enhance portfolio diversification
  • Act as a resource to help advisors leverage technology and innovative solutions for sustainable growth
  • Stay up to date with best business practices and incorporate them into development initiatives

    • Experience and Knowledge :

  • The ideal candidate should have :
  • A high level of knowledge on all aspects of the Advisory Business.
  • An understanding of the industry, operating systems, processes, and compliance.
  • Strong leadership qualities, excellent interpersonal coaching skills, and the ability to influence and impact Advisors and their Teams.
  • High visibility with Advisors and their teams, with the ability to build trust-based relationships.
  • An analytical mindset to assess and adapt coaching strategies.
  • A minimum of 10+ years of industry-related experience, strong presentation skills, and maturity
  • Availability to travel across Canada
  • Proficiency in French is highly advantageous

    • Location(s)

    Toronto, Ontario

    Other Possible Location(s)

    Toronto, Ontario

    Company

    iA Private Wealth Inc.

    Posting End Date

    2025-02-25

    Company Overview

    iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

    With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

    At iA, we’re invested in you.

    Our Commitment to Diversity and Inclusion

    At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

    Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from our team will be happy to assist you with your needs.

    iA Among Canada's Best Employers

    As a reflection of our employees' appreciation, iA once again ranked among the top employers in Canada for 2024 by Forbes. iA Financial Group is also one of the top 5 best employers in the insurance industry!

    About us

    At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger.

    Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.

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