You coach your team to increase skills and capabilities to maximize sales and referral opportunities, enable digital education and usage, and promote problem resolution at first point of contact.

Responsibilities

• Ensure high employee engagement through talent management, development and career planning
• Deliver results through strong sales management routines and coaching ability
• Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team
• Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experience
• Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
• Leverage partners to establish both internal and external working relationships to support business objectives
• Address local community needs through appropriate recruitment and management practices

Requirements

• Minimum of 2 years’ experience in a people management/coaching role within the financial industry
• Proven success in business growth, as well as establishing community and client relationships
• At least 2 years of licensed mutual fund sales experience within the last 3 years
• Mutual Funds accreditation (IFIC or CSC)
• Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI, or ability to write the exam within 4 months of start date
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

• Experience in both business and personal banking
• Strong understanding of sales management routines and ability to lead the team to action
• Post-secondary diploma/degree, ideally in commerce, business administration, or related experience
• Entrepreneurial mindset, with the ability to seek out and develop new business

What's in it for you?

• A comprehensive Total Rewards Program including performance-based bonuses, flexible benefits, and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• A world-class training program in financial services
• A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded

Job Data by YubHub.

Responsibilities:

• Train, mentor, and provide ongoing support to commercial representatives to enhance their sales skills and product knowledge.
• Manage operations: create and optimise team schedules to ensure maximum coverage during events, and oversee the setup and teardown of brand activation booths.
• Support performance: monitor individual and collective sales targets, adjust strategies, and generate regular performance reports for management.
• Lead by example: offer practical support during events, resolve issues, and actively sell Neo products to meet revenue goals.

Requirements:

• Proven experience in achieving or exceeding targets in a sales role.
• Leadership experience, preferably in sales.
• Excellent communication, interpersonal, and organisational skills.
• Availability and flexibility to work evenings and weekends to accommodate event schedules.

Benefits:

• Competitive salary: CA$45,760, with commission offered.
• Flexible healthcare benefits and life insurance.
• 21 paid vacation days + holidays and personal days.
• Health and wellness expense accounts.
• Various discounts through our partner network.
• Preferential access to new products and fixed-rate Neo mortgage discounts.
• Supplementary parental benefits and equity acquisition during extended leaves.
• Neo events and celebrations.
• Company-wide team meetings (huddles) and continuous training.

Job Data by YubHub.