Regional Manager - Halifax, Canada - CFMWS

CFMWS

Verified Company

Halifax, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

WHO WE ARE

The Canadian Forces Morale and Welfare Services (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services.

We offer our employees the opportunity to work with a purpose every day in an inclusive, healthy, respectful and rewarding work environment.

THE ROLE

As Regional Manager (District Manager), you will manage a team of financial advisory professionals and oversee branch operations and delivery of the client experience in assigned SISIP Financial territory.

You will reinforce and manage SISIP sales and client experience processes, identify best practices and gaps, in order to create and ensure consistent service to SISIP clients and prospective clients.

You will collaborate with managers to develop and manage the district business plan, establish strategies, and goals including business and partner development activities, financial education and delivery of marketing campaigns.

As Regional Manager (District Manager), you will provide sales, relationship development and performance coaching in assigned territory in accordance with coaching plans of the advisory team.

You will participate in business planning sessions, and lead sessions with team. In addition, you will develop and manage coaching plans in collaboration with direct reports.

You will participate in coaching designed to enhance client discovery and understanding of life goals and needs, evolve professional practices, ensure team and partner collaboration, personal growth, and attainment of business plan goals.

You will leverage CRM in the management and reporting of district plans, activities and regulatory requirements and ensure adoption across the team.

You will deliver on district and area Key Performance Indicators (KPI), including sales, activity and client experience goals.

QUALIFICATIONS NEEDED Education, Certifications and Licenses**- College diploma in Business Administration, Commerce, Economics, or a related field

AND

Certified Financial Planner (CFP) designation or Personal Financial Planner (PFP) designation
Life License Qualification Program (LLQP) and life insurance license (NS), an asset
Canadian Securities Course (CSC) or Chartered Investment Manager (CIM,) an asset
Investment Funds in Canada (IFC) Course
Chartered Life Underwriter (CLU), an asset

Experience

In establishing working relationship with Senior Leaders
In developing and implementing coaching practices
In planning, coordinating, managing and controlling the delivery of financial products and services
In developing, implementing, revising and achieving financial services business plans, strategies, goals and action plans
In implementing an integrated financial services client experience
In leading, mentoring and coaching a financial services team
In relationship management and business development
In interpreting and implementing policies, procedures and regulations
In using Customer Relationship Management (CRM) systems
In risk management
In personnel administration
In change management, an asset

Competencies, Skills and Abilities
Client focus, organizational knowledge, communication, innovation, teamwork and leadership.

LANGUAGE REQUIREMENTS
English Essential / Bilingual an asset

Reading:
Advanced

Writing:
Functional

Oral:
Advanced

BENEFITS AVAILABLE Health Benefits**:
Drug coverage, travel insurance, dental, vision, life insurance, disability insurance and accidental death and dismemberment coverage.

Work Life Balance:
A wide range of paid/unpaid leave, including paid vacation, family related leave and personal days.

Retirement Planning:
A Defined Benefit Pension Plan and Group Savings Plans.

Learning and Development:

Tuition Assistance Program and Advanced Learning Program, payment of professional association memberships, online learning opportunities and second language training.

Perks:
Discounts through CF One Member Appreciation.

OTHER INFORMATION

SISIP Financial operates 22 branches across Canada providing tailored advice and solutions to enhance the financial wellness and security of the CAF Community for over 50 years.

SISIP Financial offers an unparalleled understanding of the financial needs of the CAF Community along with a commitment to deliver objective advice through a team of salaried and accredited advisors, including:

Perform a thorough analysis of the CAF Pension Plan and options for releasing members
Tailor financial plans and construct investment portfolios to supplement CAF pension plan income
Evaluate insurance needs to ensure members/families are protected for unforeseen events
Support members in financial distress by tailoring debt management plans, including preventative care for the future always with empathy and complete privacy