Digital Engagement Consultant - Remote

Overview

The Digital Engagement Consultant will work at the intersection of people, technology, and business to maximize the impact of technology investments by aligning advisor team goals with technology capabilities and client needs.

In Short

• Proactively source virtual meetings.
• Identify trends and best practices in digital engagement.
• Consult with advisor teams one-on-one.
• Collaborate with colleagues through referrals and projects.
• Consult with branch leadership teams.
• Provide feedback to improve digital tools.
• Deliver thought leadership at various conferences.
• Track and document meeting insights.
• Occasional travel required.
• Full-time employment with flexible work/life balance.

Requirements

• Expert understanding of Wealth Management Canada business and culture.
• Experience with Wealth Management Canada applications.
• Strong commitment to client service excellence.
• Curiosity and willingness to innovate.
• Ability to build effective relationships.
• Excellent communication skills.
• Experience in training or coaching is a plus.
• Sales experience is desirable.

Benefits

• Comprehensive Total Rewards Program including bonuses and flexible benefits.
• Competitive compensation and commissions.
• Support for personal development and coaching.
• Dynamic and collaborative work environment.
• Opportunities for challenging work and greater accountabilities.
• Access to a variety of job opportunities across the business.
• Work-life balance options available.