WHO WE ARE
The Canadian Forces Morale and Welfare Services (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work with a purpose every day in an inclusive, healthy, respectful and rewarding work environment.
THE ROLE
As Regional Manager (District Manager), you will manage a team of financial advisory professionals and oversee branch operations and delivery of the client experience in assigned SISIP Financial territory. You will reinforce and manage SISIP sales and client experience processes, identify best practices and gaps, in order to create and ensure consistent service to SISIP clients and prospective clients. You will collaborate with managers to develop and manage the district business plan, establish strategies, and goals including business and partner development activities, financial education and delivery of marketing campaigns. As Regional Manager (District Manager), you will provide sales, relationship development and performance coaching in assigned territory in accordance with coaching plans of the advisory team. You will participate in business planning sessions, and lead sessions with team. In addition, you will develop and manage coaching plans in collaboration with direct reports. You will participate in coaching designed to enhance client discovery and understanding of life goals and needs, evolve professional practices, ensure team and partner collaboration, personal growth, and attainment of business plan goals. You will leverage CRM in the management and reporting of district plans, activities and regulatory requirements and ensure adoption across the team. You will deliver on district and area Key Performance Indicators (KPI), including sales, activity and client experience goals.
QUALIFICATIONS NEEDED
Education, Certifications and Licenses
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