Corporate Branch Leader - Regina
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

Overseeing the branch team, the Branch Leader is responsible for ensuring professional and comprehensive financial planning is provided to all clients of the branch by working with a team of specialists.

The incumbent is also responsible for prospecting and finding new clients while maintaining superior service with existing branch clients. As the leader of the branch team, the Branch Leader is accountable for achieving annual branch targets and objectives and reports to the Regional Vice President, DFSI.

Branch Business Development

Responsible for attaining branch sales goals as per annual budgets on all product lines.
Ensure each client is offered financial planning services as appropriate.
Ensure the branch proactively participates in campaigns and promotions.
Develop specific sales strategies to ensure revenue targets are met.
Develop specific strategies to recruit new branch clients, and retain existing clients.
Responsible for achieving branch profitability and sales targets.
Recruitment of advisors to the branch as required.
Advisor Development & Mentoring

Coach and mentor advisors to develop customer service and sales skills.
Establish and monitor performance standards for branch advisors.
Monitor performance and provide proactive consultative advice to aid advisors in achieving branch sales goals and targets.
Ensure corporate objectives are being met and identify potential areas for improvement as they arise.
Promote a ‘service excellence’ culture within the branch.
Act as a resource for advice on issues that arise with clients or the branch.
Responsible for the overall success of the advisor team.
Service Key Accounts

Responsible for providing service to key clients, as established within the branch.
Working with all branch members to ensure all clients receive quality client service.
Ensure contact is made with all clients annually, regardless of status.
Respond to client inquiries as required.
Corporate Accountabilities

Maintain appropriate licensing, qualifications and registrations with the appropriate regulators.
Adhere to a high standard of business practice.
Observe all applicable legislation, notices, policies and codes of conduct established by the regulators and/or the employer.
Maintain a thorough understanding and awareness of internal policies, procedures and new initiatives.
Provide proactive feedback to Head Office on products, support material, software needs and competition.

Responsible for ongoing professional development by participating in various internal and external seminars and courses in the financial services industry.
Achieve and maintain strong industry product knowledge through mandated continuing education requirements.
Leadership, planning and organization

Organize regular meetings with team to track progress.
Hold regular communication with RVP, DFSI.
Provide feedback ensuring sales assistants are meeting corporate service standards.
Other Tasks

Adhere to the rules and policies issued by all regulatory bodies that police the advisor network.
Adhere to corporate policies at all times including but not limited to Human Resources, Code of Conduct & Confidentiality, Information Systems, Privacy and Client Services.
Maintain internal and external corporate marketing standards.
Participate in internal and external company seminars.
Other working conditions

Work location : 1804 Victoria Street East, Regina Sk
Number of jobs available : 1

You must meet the requirements marked as mandatory in the job profile to qualify as a candidate. The rest of the skills and qualifications described are considered assets.
Experience in the financial services industry
CFP or equivalent designation
Life License, Accident and Sickness Detail-oriented
Ability to create strong external relationships; strong service attitude; effective sales skills; effective coaching and mentoring skills; strong leadership abilities
Adaptability to changing markets and service standards; ability to work independently; persistent; cool under pressure; client motivated; strong knowledge of investment products
Effective with people; well-organized; effective communicator; self-starter; developed computer skills; strong customer service skills; patient; strong problem-solving skills; ability to multi-task
Please note that other combinations of qualifications and relevant experience may be considered.
For vacant positions available in Quebec, please note that knowledge of French is required.
Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation
Key competencies for the job

Communicates effectively, Customer Focus, Develops talent, Drive results, Vision and purpose
Work experience

Years of relevant experience: 8

No second language skills required
Work Location

Conseils, comités et commission Saskatchewan
Trade Union

Non Syndiqué
Unposting Date

Job Family

Administration (FG)