Pay Rate: $50
Location: Toronto ON
Job Type: Contract
You will be responsible for the following duties:
- Lead and instill a customer-focused culture within the team to enhance client relationships and leverage broader Bank resources, systems, and knowledge
- Act as the Product Owner for approved financial planning software, overseeing updates and regular maintenance.
- Liaise with Product Owners and development teams, collaborating with field support teams to transfer business knowledge and ensure seamless implementation.
- Develop, implement, and manage national training programs for Client Solutions.
- Build a high-performance environment within the team. Implement a people strategy that attracts, retains, develops, and motivates team members.
- Serve as a subject matter expert for various platforms, leading the development of user support.
- Drive ongoing enhancements and development of digital solutions to support Total Wealth Planning engagements.
- 8+ years with Financial Planning.
- Prior Business Analyst experience.
- 3-5 years experience planning for high-net-worth clients.
- CFP designation acquired through FP Canada.
- Experience with Step, CLU and/or Salesforce.
- Experience with Conquest Planning.