Director, Practice Management

Mackenzie Financial Corporation•Vancouver, BC

3d•Hybrid

About The Position

Our Practice Management team is dedicated to helping advisors grow and run more effective businesses by focusing on business development, core wealth management fundamentals, and process efficiencies. We deliver this through practical education, equipping advisors to enhance client relationships, streamline operations, and drive stronger, more sustainable business performance. Reporting to the Assistant Vice President, Practice Management; the Director will be responsible for developing and delivering a superior client experience with Mackenzie through Practice Management solutions. This position is located in Calgary or Vancouver. The successful candidates’ responsibilities will include collaborating with Regional Sales Teams and Financial Advisors to reach their business goals.

Requirements

BA in relevant field; Masters preferred
Completion of Canadian Securities and/or IFIC preferred.
Professional Coaching training and certification preferred.
Public speaking experience preferred.
Proven customer service, interpersonal and organizational skills
Excellent knowledge of financial services/mutual fund industry - Must be familiar with industry related issues and the needs of the various distribution channels.
Demonstrated coaching, leadership and facilitation skills - Must be familiar with coaching principles, concepts, techniques and competencies that assist in determining client's level of intent, commitment and action.
Knowledge of the critical aspects of practice management for financial advisors (strategic business planning, team management, discretionary business, segmenting, capacity and profitability, communications, marketing to existing clients, managing client expectations, branding, creating process and systems, leadership, technology, self-management etc.)

Responsibilities

Deliver practice management strategies and solutions through engaging presentations to Branch Managers and Financial Advisors across key forums, including keynotes, branch presentations, dealer conferences, and webinars.
Facilitate coaching and/or advisor engagement sessions focused on business development, wealth management fundamentals, and technology.
Research and develop industry-leading thought leadership, including whitepapers, articles, presentations, and tools.
Create practical practice management resources that support advisors in growing their businesses, improving client experience, and optimizing operations.
Partner with Regional Vice Presidents and sales teams to strengthen advisor relationships and support business development efforts across their territories.
Contribute to initiatives that increase the breadth and depth of Mackenzie’s distribution through value-added practice management support.
Collaborate with National Accounts and Strategic Alliance teams to support dealer head office practice management priorities and initiatives.
Ensure alignment of practice management programs with broader organizational strategies and key partner objectives.