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2025-12 - Client and Advisor Enablement Specialist

Calgary, AB
Job Description: Client and advisor enablement specialist - client research focussed
Top Skills: questionnaire design, Data analysis, data modelling (nice to have), report writing, PowerPoint or google slides skill, survey programming on platforms like qualtrics
Project Description: client intelligence and client experience projects - like launching a just in time survey program, do a qualitative research project, some journey mapping
Team size: Medium (5-15)
Budgeted Rate: Best candidates at the best rate
Number of Years Experience: 5

Requirements

 
  • Maintains a deep understanding of our competitive landscape, and target segments’ and sectors’ needs and expectations to help inform project design and execution

  • Supports the delivery and sustainment of our Voice of Client and Voice of Advisor enablement programs, in partnership with key stakeholders, that enhances our portfolio of experience insights and analytics that compel strategic action systematically across the company. Uses this skillset to design advisor and client driver metrics

  • Leverages an understanding of datasets and uses data-driven insights for story-telling and influence 

  • Facilitates client and advisor in-person and virtual interviews and focus groups 

 
  • Influences research and insights analysis to create and/or modify experience strategy based on client and team member behavioural changes

  • Prepares and delivers project briefings and reporting requirements

  • Co-facilitate presentations and updates to stakeholders in relation to projects and results 

 

Distinctive Skill Requirements

 
  • Experience in a client experience and client intelligence/market research role (minimum 3-5 years) with a proven track record of leading through a growth mindset

  • Intermediate level data interpretation and data analysis skills

  • Questionnaire design skills

  • Strong oral and written business communication skills, with high attention to detail and accuracy

  • The ability to set priorities, manage multiple tasks, follow-up and allocate time accordingly

  • Analytical and critical thinking skills

  • Ability to determine client and team member needs and prioritize work accordingly to meet all timelines

  • Ability to take initiative and work independently in a fast paced environment and collaboratively with other team members

  • Excellent relationship building and interpersonal skills

  • Digital fluency with Google Applications, Visual Design Creation and Qualtrics is an asset 

  • Demonstrated ability to learn new applications and technology

  • Experience in the financial services industry is an asset 


 

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