Stacey Danley at Aplin has partnered with a boutique financial planning firm in downtown Winnipeg in the search for a Director Client Experience and Investment Administration. This newly created role would be an ideal fit for a licensed financial professional who is passionate about exceptional client service. The successful candidate will enhance and oversee client-facing activities and manage day-to-day operations relating to people, processes, and technology.

Benefits and Perks:Competitive salary and bonus commensurate with experienceComprehensive benefits and RSP optionsBright, modern office in a central locationA small, tight-knit, and tenured teamCommitment to professional development and trainingResponsibilities:Develop and implement a comprehensive client experience strategy that aligns with company goalsLead initiatives to enhance client satisfaction and retentionOversee daily operations ensuring efficiency and effectiveness across the firmImplement best practices and SOPs to optimize workflowLead, mentor and develop the team and support the onboarding of new advisors and staffAssist the President with HR-related duties such as recruitment, training, and performance reviewsOversee office management functions including vendor agreements and IT contractsCollaborate on marketing initiatives and client eventsMonitor compliance and maintain relevant licensesQualifications:10+ years of industry experience along with key industry courses such as CSC, CFP, PFP, CIM, and/or WMEProficiency with technology including financial planning platforms (Naviplan or Conquest)Strong strategic thinking and problem-solving skillsThe ability to build strong relationships with clientsDemonstrated ability to build teams and collaborate with corporate head officeExcellent written and verbal communication skillsThorough knowledge of financial industry regulations and best practice guidelinesDepth of knowledge of products and solutions available to clientsStrong organizational, budgeting, and project management skills

Aplin is an award-winning employment agency dedicated to connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and there are no fees to apply for our jobs or to engage with our recruiters in finding a new career. Companies hire us to help them expand and diversify their teams. All applicants must be legally entitled to work in Canada, which includes having the appropriate documentation, such as a work permit.