Your role:

• Provide personalized "coaching" to advisors, the Director of Customer Service and the business development support team, in order to develop their skills and support them in their career path;
• Mobilize the team to ensure a superior customer experience;
• Work as a team to achieve the target of financial contribution expected from the branch, in line with the regional business plan.
• Communicate and identify with the team the expected behaviors and business development activities;
• Ensure that your team members comply with and enforce established rules of engagement related to customer segmentation, referral, transaction execution, risk management, regulatory compliance and branch operating procedures;
• Act as the Administrative Unit Compliance Officer (RCUA) to oversee all mutual fund representatives (RCNs) assigned to the unit and to ensure that all transactions comply with the rules of convenience and compliance;
• Develop a lasting relationship with the customers of the branch, through various activities aimed at customer acquisition and loyalty;
• Act as the Bank's ambassador to the local community and foster relationships with key business partners.
• You will be responsible for 10 employees of the branch located at 4857 Boul Bourque Suite 21, Sherbrooke, QC J1N 1E8

In-person work:

This position requires you to be present in the workplace in order to fulfil client and operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Competencies required:

• Diploma of Collegial Studies (DEC) and ten years of experience, or University Certificate and nine years of experience, Bachelor's degree option finance and seven years of experience, or Master's degree and five years of experience
• Experience in managing and coaching a consulting/business development team
• Experience in business development in the financial field
• Be a mutual fund representative (CER)
• Be responsible for the compliance of the administrative unit (RCUA) or become one within 3 to 6 months of hiring