AVP, Financial Advisory Competency Specialist, Retail Banking, Consumer Banking Group
Core
Empower new entrants (NEs) with essential skills and knowledge to ensure seamless assimilation into the Wealth Planning Manager (WPM) role.
Role type
Senior IC Financial Advisory Competency Specialist (Training & Development)
Builds
Operational efficiency and high-performing wealth planning teams
Domain
Retail Banking / Consumer Banking / Financial Planning
Deliverable
dashboards & analysis
Required skills
Coaching and management experience, Financial planning advisory techniques, Data-driven performance gap analysis, Strategic motivation and training design, Organizational and time management, Leadership and people management
Preferred skills
CMFAS Mod 5, 8, 9, CHI, BCP, PGI, AFP, AFC, CLU, ChFC, CFP qualifications
Responsibilities
Facilitate comprehensive orientation for new entrants, Oversee day-to-day operations of new entrants, Utilize Data-Driven Operating Model to identify performance gaps, Cultivate a culture of risk awareness and continuous learning, Collaborate with Team Heads to ensure performance standards
Seniority
Senior, hands-on IC