Financial Planning, Sales and Development Lead

Job Description

<h3>Job Description</h3><p>Job Description<p><p><strong>TITLE: </strong>Financial Planning, Sales and Development Lead<br /><strong>LOCATION: </strong>Calgary, AB<br /><strong>REPORTING:</strong> VP Sales</p><p><br /><strong>JOB PURPOSE: </strong>Why does this role exist?<br />The Financial Planning, Sales and Development Lead is responsible for training and development of<br />firm’s Integrated Advisory partners. This role is also responsible for the development and<br />implementation of our organizational training strategy and assesses its outcomes. The Lead will identify<br />training and developmental needs and drive suitable training initiatives that build loyalty to the firm. The<br />role will work across many departments within our Integrated Advisory partners to get employees up<br />to speed in delivering an exceptional client experience. This position reports to the VP Sales.</p><p><br /><strong>KEY ACCOUNTABILITIES: <br /></strong>• Promotes a culture of compliance throughout the firm.<br />• Designs and develops overall or individualized training and development plans, and presentations that address the needs and expectations of our Integrated Advisory partners.<br />• Conducts effective orientation sessions; deploys a wide variety of training methods and elicits feedback.<br />• Contributes to the quality of training designed to enhance employees’ skills, performance, productivity and quality of work.<br />• Participates in implementation strategy discussions regarding training and firm’s onboarding objectives.<br />• Provides opportunities for ongoing development of training tools and materials.<br />• Resolves any specific problems and tailors training programs as necessary.<br />• Maintains a keen understanding of training trends, developments and best practices and revises programs as necessary in order to adapt to changes occurring in the industry.<br />• Understands e-learning techniques, and where relevant, is responsible for the creation and/or delivery of e-learning packages. </p><p><br /><strong>CRITICAL PERFORMANCE AREAS </strong><br />FIRM CONTRIBUTION<br />• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and<br />other regulatory bodies.<br />• Plans, develops and implements training programs using methods such as classroom training,<br />demonstrations, on-the-job training, meetings, conferences, and workshops.<br />• Leverages technology available to deliver training programs.<br />• Evaluates effectiveness of training programs, providing recommendations for improvement.<br />• Develops and organizes training manuals, multimedia visual aids, and other educational<br />materials.<br />• Identifies and assesses future and current training needs for firm&#39;s employees and our<br />Integrated Advisory partners.</p><p><br />CLIENT MANAGEMENT</p><p>• Works effectively with people at all levels, motivates others and encourages positive changes in<br />people&#39;s attitudes when necessary.<br />• Focuses on delivering a first-class client experience; committed to following up to assure the<br />successful implementation of training objectives.<br />• Assures data within the CRM is current and accurate; runs reports as required.</p><p></p><p>LEADERSHIP AND TEAM DEVELOPMENT<br />• Confers with leadership and conducts surveys to identify training needs based on projected<br />production processes, changes, and other factors.<br />• Researches new technologies and methodologies in workplace learning and makes<br />recommendations as appropriate.<br />• Fosters an atmosphere of teamwork and cohesiveness.<br><br>FINANCIAL & BUSINESS PERFORMANCE<br />• Monitors, evaluates and reports on training program’s budget, effectiveness, and success.<br />• Considers the costs of planned programs assessing the return on investment of any training or<br />development program.<br><br>FUNCTIONAL COMPETENCIES<br />• Familiarity with traditional and modern training methods (mentoring, coaching, on-the-job or<br />in classroom training, e-learning, workshops, simulations etc.).<br />• Demonstrated ability to flourish in environments of significant change. Open to feedback and<br />ongoing process improvement.<br />• Superior interpersonal skills and with proven ability as a relationship builder in person and<br />remotely by phone or Skype.<br />• Effective verbal and written communication skills; strong presentation skills (remote and inperson)<br />• Problem-solving and negotiation skills; effective time management to meet deadlines.<br />• Ability to plan, multi-task and manage time effectively.<br />• Strong writing and documentation skills for reports and training manuals.<br><br>QUALIFICATIONS<br />• Minimum undergraduate degree in a business-related program<br />• Minimum of five (5) years experience in training and development roles<br />• CFP Designation required<br />• Previous investment and/or insurance experience considered an asset<br />• Previously experience managing a book of clients considered an asset<br />• Proven track record in designing and executing successful training programs<br />• Familiarity with Microsoft Office 365 suite considered an asset<br />• Strong computer and database skills<br />• Some travel is required</p></p></p>