Senior Manager, Virtual Financial Planning Sales

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

What you will do:

Leadership & Team Development

• Lead, coach, and mentor a team of virtual financial planners and advisor support roles to achieve sales, productivity, and compliance targets.
• Provide consistent and exceptional communication to the Service team, celebrating successes, identifying opportunities for improvement, sharing relevant information, job aids and training in a timely manner to equip the team to serve Members and prospects and support each other.
• Conduct regular 1:1 coaching sessions, performance reviews, and skill development plans.
• Foster a culture of high performance, client‑centricity, and continuous improvement.
• Partner with People and Culture to recruit and onboard top advisory talent and support individuals on your team.