Manager, Associates

Job Description

What is the opportunity?

The successful candidate will be working from their home office however mobility within Southwestern Ontario is required.

The Manager, Associates within our SWO Financial Planning business is responsible for developing and leading a team of associate sales support professionals. Through focused coaching routines they will develop a high level of capability and engagement within their team that will contribute to the practice management, productivity and business outcomes of the Financial Planners they support. The SWO Financial Planning business has three Managers of Associates and they are a critical part of the market leadership team and partner very closely with Managers Financial Planning, Financial Planners, and RVP FP for SWO to ensure an improved client experience, simplified way to do business and enhanced collaboration while driving the achievement of business goals.

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