- Present on-site training for region meetings
- Present on-site and virtual training for small groups
- Provide regular updates on new features and enhancements to the Advisor Platform ·Promote the use of self-guided training materials
- Provide direction on problem resolution and escalation channels
- Deliver individual coaching to IGPWM teams
- Deliver small group coaching to IGWM teams
- Record and track coaching activities
- Deliver onboarding training for Advisor Platform applications
- Aid in new feature and enhancement ideation and prioritization
- Aid in post-implementation verification testing
- Collaborate with leadership and IG University to create job aids, training modules, and presentations in support of Advisor Platform application adoption
- 3-5 years of experience in the financial services industry
- Post secondary degree
- Performance-driven high achiever with strong performance coaching and presentation excellence
- Proficiency in the use of digital tools including Microsoft Office, Advisor Portal (Salesforce)
- Proficiency in one or more applications in the Digital Advisor Platform and general aptitude for digital applications
- Excellent presentation and communication skills, both written and verbal
- Bi-lingual in French and English is a requirement
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Bilingual Manager, Practice Technology - Manitoba, Canada - IG Wealth Management
Description
Responsibilities
:Lead regular region training sessions on Advisor Platform applications
Provide deskside coaching for consultant teams on Advisor Platform applications
Train and support new consultant, associate, and assistant hires on Advisor Platform applications
Provide input to Advisor Platform applications teams
Aid in development of Advisor Platform application training materials
Requirements:
Digital Advisor Platform applications include Advisor Portal (Salesforce), Tableau, Online Access (Client Portal), Digital Forms (Salesforce/DocuSign), Transact, Living Plan Portal (Conquest Planning), Investment Portal (CapIntel), Nesto, MS Teams, MS Bookings, IG University Campus (SAP Success Factors), social selling applications, plus other applications added to the DAP in future. (Note: LPP training will be limited to non-planning support, including LPP plan setup and report generation).
