- Promote the use of self-guided training materials
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Technology Manager - Québec, QC, Canada - IGM Financial
Description
Bilingual Manager, Practice Technology - Greater Montreal Area or WinnipegRequisition ID Posted - Location (2) - Canada - Province of Job Posting (2) - Career Site (2)
IGM Financial Inc.
is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.
The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.
Its activities are carried out principally through IG Wealth Management and Mackenzie InvestmentsUnder IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management. We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc.
for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.
We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
The Manager, Practice Technology will conduct training for and provide front-line assistance to Consultants, Division Managers and Regional Vice-Presidents and their teams on Advisor Platform applications, with the primary goal of enhancing practice productivity through effective usage and adoption.
Lead regular region training sessions on Advisor Platform applicationsPresent 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
Deliver onboarding training for Advisor Platform applications
Aid in post-implementation verification testing
Aid in development of Advisor Platform application training materials
Collaborate with leadership and IG University to create job aids, training modules, and presentations in support of Advisor Platform application adoption
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
Bi-lingual in French and English is a requirement
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).
If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
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