Senior Process Consultant

What is the opportunity?
As a Senior Process Consultant for PH&N, you will be responsible for delivering the Process Optimization offering to Investment Counsellor teams. You will help teams implement client processes by customizing best practices and utilizing the available applications to create efficiencies.

What will you do?

• Deliver the Process Optimization offering for PH&N within the Process Optimization framework.

• Analyze IC team objectives, assess potential options, and present insightful recommendations

• Engage in coaching for IC teams and provide check-ins to ensure recommendations are understood and accomplished with a high degree of success

• Provide superior client experience and build positive relationships with IC teams and branches

• Identify and build awareness of best practices through weekly conference calls, email updates, monthly coaching calls, and quarterly conferences

• Develop skills through training courses, self-learning, and daily interaction with IC teams

• Continuously improve and streamline processes, reports, content, programs, and templates within the Team Practices & Efficiency Consultants team

• Collaborate with PH&N Content Committee, and internal training partners to define business processes

• Conduct both virtual and in-person sessions

What do you need to succeed?

Must-have

• Expert understanding of PH&N business and culture

• Experience with PH&N applications

• Superior written and verbal communication skills in English

• Strong commitment to client service excellence

• High level of time management and organization skills

• Ability to travel across Canada

Nice-to-have

• Canadian Securities Course and/or Wealth Management Essentials course

• Previous coaching experience

• Previous leadership experience

• French language skills (speaking, reading and writing)

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above