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Regional Manager, Wealth Solutions
Vancity. Developing and executing strategies and the use of tools to enable delivery of quality investment and financial advice that meet members' needs, incorporating sustainable solutions to balance business opportunities and risk and drive profitable Sustainable Wealth Management (SWM) business growth .
About the role
Key responsibilities & impact- Developing and executing strategies and the use of tools to enable delivery of quality investment and financial advice that meet members' needs, incorporating sustainable solutions to balance business opportunities and risk and drive profitable Sustainable Wealth Management (SWM) business growth
- Achieving AUM growth, net earnings and referral objectives for the wealth solutions business line aligned to Vancity Values and Vision
- Maintaining relationships with key partners to optimize service levels, investment knowledge and maximize earnings
- Building a team of increasingly capable direct reports, including moving talent where we need them when we need them and exercising agile and change leadership
- Continuously improving and innovating processes
- Travelling between branches to meet and coach advisors
Requirements
What you’ll need- A Certified Financial Planner designation
- Post secondary degree in business administration.
- 5-7 years of financial industry experience in any one of the following: commercial lending, investment banking, financial advisory, life insurance, wealth management, retail lending, retail banking
- Experience in Management of an IIROC or MFDA platform is asset.
- Former People Leadership experience
- Furthered training in Coaching and Training
Benefits
Comp & perks- Living Wage Employer : We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
- Customizable Benefits : Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
- Generous Vacation : New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
- Extra Stat Holidays : In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
- Immediate Health Coverage : Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
- Defined Benefit Pension : Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.
- Vancity Talent Programs: Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback.
ATS Keywords
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Hard Skills & Tools
financial advisorywealth managementcommercial lendinginvestment bankinglife insuranceretail lendingretail bankingAUM growthnet earningsreferral objectives
Soft Skills
leadershipcoachingteam buildingrelationship managementagile leadershipchange leadershipprocess improvementinnovation
Certifications
Certified Financial Plannerpost secondary degree in business administration