Bilingual Team Lead, Education Savings Centre - Mississauga, Canada - Knowledge First Financial

Knowledge First Financial

Verified Company

Mississauga, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Profile:

Team Leader, Education Savings Centre (Remote) Reporting to Director, Education Savings Centre Full-Time Position

Team Leader, Education Savings Centre (Remote)
Reporting to Director, Education Savings Centre

Full-Time Position

At Knowledge First Financial (KFF), we're on a journey to create an entirely new student experience.

One that is built on instilling confidence in students around the paths they are choosing and their ability and agency to achieve their goals for the future.

As enablers and orchestrators of students' success, we will create access, affordability and agency for students and their champions across our services and solutions.

This will provide them with guidance and support in all aspects of planning and saving for post secondary education - giving them a future-ready advantage and help them thrive well past their educational journey.

What makes us qualified to do this?

In business since 1965 and owned and operated by a not-for-profit organization, everything we do is in service to our students.

We are a diverse and passionate community of experts that firmly believes in the benefits of education, priding ourselves on helping to shape their future and empowering them to reach their full potential.

As we move forward, we will leverage and build upon our unmatched expertise in the RESP space to propel both our students and our company forward, ensuring a better tomorrow.

Our vision is set, our future is bright, and we're just getting started.

Mandate

We are looking for a high energy, experienced sales manager responsible to oversee the daytoday activities of a newly created team of sales professionals focused on both account acquisition and account management activities. T_ _he incumbent will coach, support and mentor their team of professionals. _

CHALLENGES TO BE MET

Lead, coach and develop a remote team of licensed education savings specialists ensuring performance metrics and business outcomes are achieved
Own the sales team's outbound client engagement and account management process to support significant growth year over year
Ensure adoption of new tools, technology and business processes
Act as an escalation point for your team in addressing unique customer questions/concerns.
Leverage the newly created reports, dashboards and metrics to enable data driven sales processes.
Contribute to operational improvements aimed at streamlining procedures/processes that enhance the client experience and promote the team's ability to deepen client relationships
Drives results and contributes to change processes that improve organizational performance and creates a culture of accountability.

WHO WE ARE LOOKING FOR

Bilingualism in French is mandatory.
A university degree or equivalent industry experience is required
5+ years in Financial Services with experience in Wealth Management
Strategic business development through design of comprehensive programs
A strong people manager with a proven history of coaching
A leader able to support the team through a time of significant change
Proven ability to work crossfunctionally
Track record of delivery and results
Someone eager to learn, with a strong desire to make an impact, contributing to our growth and passionate about personal and professional development
Stay apprised of industry and regulatory changes and competitive landscape
23 experience in managing a remote sales team

Work Model
We have adopted a hybrid model, leveraging the best of remote and in-person work.
This role is 100% remote.

Equal Opportunity Employer

We at Knowledge First Financial, are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a culture that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.