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Bilingual Manager, Practice Technology - Quebec, Canada - IGM Financial
Description
Career Opportunities: Bilingual Manager, Practice Technology - Greater Montreal Area or Winnipeg
Requisition ID 12937 - Posted - Location (2) - Canada - Province of Job Posting (2) - Career Site (2)
Division: IG Strategy & Business Operations
Location: Greater Montreal Area or Winnipeg
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 Investments
Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.
At IG Wealth Management, our vision is to inspire financial confidence.
This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. 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.
You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce 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.
Position
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.
Responsibilities:
Lead regular region training sessions on Advisor Platform applications
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
Provide deskside coaching for consultant teams on Advisor Platform applications
Deliver individual coaching to IGPWM teams
Deliver small group coaching to IGWM teams
Record and track coaching activities
Train and support new consultant, associate, and assistant hires on Advisor Platform applications
Deliver onboarding training for Advisor Platform applications
Provide input to Advisor Platform applications teams
Aid in new feature and enhancement ideation and prioritization
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
Requirements:
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
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).
Please visit our career page by clicking on the following link:
We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.
IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. 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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