Int Event Coordinator to coordinate competitive recruiting events for a large financial client 45461
Job Type: Contract
Positions to fill: 1
Start Date: Jul 04, 2022
Job End Date: Jul 04, 2023
Pay Rate: Hourly: Negotiable
Job ID: 120293
Location: Vancouver
45641
Position Title: CAN - Events Coordinator
# of positions: 1
Location: Hybrid Environment (probably no more than 3 days onsite [could vary depending on events])
West Georgia Street
Vancouver, British Columbia
Start Date: July 4, 2022
Duration: 1 year from the start
Extension possible: Possible
Conversion Possible: Possible
Schedule: M-F: 8:30am – 5pm; hours could fluctuate based on when events are
Interview Process: WebEx Video; 1 round - panel Interview
CANDIDATE PROFILE DETAILS:
Degree/Certifications Required: Post-secondary is preferred
Years of experience: 2-4 years
Reason for request/why opened: Testing out a new position
Team Size: 300+
Personality Style/Team Culture: Fun environment but also a growing business, looking for someone who can help lead growth
Selling Points of Position: Will be bringing valuable assistance to client facing advisors which will help to grow their business
Best Vs Average Candidate: Someone who has some marketing background, strong communication skills, excited about expanding their career, able to support a growth mindset
How will performance be measured: Number of successful events, feedback from client facing team, how the event is run from start to finish
SUMMARY OF DAY TO DAY RESPONSIBILITIES:
To support our growth strategy in Pacific Region, we are seeking a full-time, contract role Regional Business Acquisition Specialist ("RBAS") to help our field professionals plan and execute prospecting, center of influence and unique client appreciation events in local markets and to coordinate competitive recruiting events. Because of a general lack of expertise and the amount of work involved in successfully designing and executing events well, few client facing professionals independently pursue targeted business acquisition through in-person and virtual events. We want to make it easier and much more efficient for them to do so. This role primarily supports our strategy to drive accelerated growth in market share in Pacific Region and is a key driver of growth. With more local business acquisition execution and enablement, we will enhance the quality of our engagement and the number of opportunities to engage with prospects, centers of influence and clients through events and other initiatives.
Accountabilities of this dedicated local market resource
- Targeted acquisition activity conception and/or execution at the region, branch and business line level
- Working closely in Pacific Region with the Regional Community Manager to maintain awareness of all external sponsorships, activations and related assets available to One TD partners so as to maximize the value of our local strategic partnerships and to amplify our brand presence in the province
- Working closely with National Office partners to maintain awareness of all national sponsorships, activations and related assets impacting One TD partners in Pacific Region
- Coordinating all aspects of successful activity and initiative execution including, as may be applicable, email template and invitation design through to and including the compliance approval stage, managing distribution of invitations, reminders, social media positioning, RSVPs, food and beverage, on-site preparations and management, cost recoveries and internal advisor tracking
- In the case of events:
o Coordinating guest speakers
o Coordinating on-site support for advisors and clients
o Managing show flow including decks, videos, scripting, rehearsals, and guest takeaways
o Providing advice and securing appropriate technology and audio-visual platforms
specific to the type of the event
- Managing post-activity tactics including, as may be applicable, guest surveys and client facing collateral with booked participants and external guests
- Coordinating payments through finance
- Tracking actual business outcomes from participants and advisor
MUST HAVE:
NICE TO HAVE:
1.) Previous banking / wealth banking experience
2.) Marketing Experience
3.)
DISQUALIFIERS – is there any information/experience on a candidate’s resume that would disqualify them from consideration for this position? No
Position Title: CAN - Events Coordinator
# of positions: 1
Location: Hybrid Environment (probably no more than 3 days onsite [could vary depending on events])
West Georgia Street
Vancouver, British Columbia
Start Date: July 4, 2022
Duration: 1 year from the start
Extension possible: Possible
Conversion Possible: Possible
Schedule: M-F: 8:30am – 5pm; hours could fluctuate based on when events are
Interview Process: WebEx Video; 1 round - panel Interview
CANDIDATE PROFILE DETAILS:
Degree/Certifications Required: Post-secondary is preferred
Years of experience: 2-4 years
Reason for request/why opened: Testing out a new position
Team Size: 300+
Personality Style/Team Culture: Fun environment but also a growing business, looking for someone who can help lead growth
Selling Points of Position: Will be bringing valuable assistance to client facing advisors which will help to grow their business
Best Vs Average Candidate: Someone who has some marketing background, strong communication skills, excited about expanding their career, able to support a growth mindset
How will performance be measured: Number of successful events, feedback from client facing team, how the event is run from start to finish
SUMMARY OF DAY TO DAY RESPONSIBILITIES:
To support our growth strategy in Pacific Region, we are seeking a full-time, contract role Regional Business Acquisition Specialist ("RBAS") to help our field professionals plan and execute prospecting, center of influence and unique client appreciation events in local markets and to coordinate competitive recruiting events. Because of a general lack of expertise and the amount of work involved in successfully designing and executing events well, few client facing professionals independently pursue targeted business acquisition through in-person and virtual events. We want to make it easier and much more efficient for them to do so. This role primarily supports our strategy to drive accelerated growth in market share in Pacific Region and is a key driver of growth. With more local business acquisition execution and enablement, we will enhance the quality of our engagement and the number of opportunities to engage with prospects, centers of influence and clients through events and other initiatives.
Accountabilities of this dedicated local market resource
- Targeted acquisition activity conception and/or execution at the region, branch and business line level
- Working closely in Pacific Region with the Regional Community Manager to maintain awareness of all external sponsorships, activations and related assets available to One TD partners so as to maximize the value of our local strategic partnerships and to amplify our brand presence in the province
- Working closely with National Office partners to maintain awareness of all national sponsorships, activations and related assets impacting One TD partners in Pacific Region
- Coordinating all aspects of successful activity and initiative execution including, as may be applicable, email template and invitation design through to and including the compliance approval stage, managing distribution of invitations, reminders, social media positioning, RSVPs, food and beverage, on-site preparations and management, cost recoveries and internal advisor tracking
- In the case of events:
o Coordinating guest speakers
o Coordinating on-site support for advisors and clients
o Managing show flow including decks, videos, scripting, rehearsals, and guest takeaways
o Providing advice and securing appropriate technology and audio-visual platforms
specific to the type of the event
- Managing post-activity tactics including, as may be applicable, guest surveys and client facing collateral with booked participants and external guests
- Coordinating payments through finance
- Tracking actual business outcomes from participants and advisor
- Creating and hosting client events
- Not an event planner – more of someone who can guide and build desks and tracking business
- Working with our investment manager and all client facing roles to help prepare / organize / support client facing events (virtual or in person)
- Track business results from each event, work on PowerPoint
- Need to understand equipment set up
- WebEx events
- Be open to reach out to different people to introduce themselves
- Work closely with Regional Heads, client facing team, and compliance (re: things that are being presented)
MUST HAVE:
- Event Coordination Experience – 2 years (able to show the flow of events)
- MS Suites (specifically PowerPoint)
- Strong WebEx Experience (both events and regular)
- Strong Communication Skills (verbal and written
- Organized and Attention to Detail
NICE TO HAVE:
1.) Previous banking / wealth banking experience
2.) Marketing Experience
3.)
DISQUALIFIERS – is there any information/experience on a candidate’s resume that would disqualify them from consideration for this position? No
