Your Support Team
Your Building Blocks team is here to support your learning.
Investment Field Consultant
:- Provides investment product and market updates
- Provides timely investment product skill builds
Inside Investment Specialist
:- Answers your investment-related questions
- Assists you in using guides, tools and resources related to investment products
Branch Compliance Officer
:- Provides you with guidance on sales compliance, policies, procedures and practices
Investment Sales Coach
:- Delivers learning related to investment conversations
- Provides feedback to strengthen your investment selling skills and knowledge
District Vice-President / District Branch Manager
:- Delivers coaching feedback to the manager / coach
- Provides program oversight and promotes sustainment
