Regional Manager Wealth Solutions
Regional Manager Wealth Solutions
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Job Description
About Vancity
Vancity is a memberowned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity netzero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.
Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada. If youre interested in joining their team of 2700 diverse individuals and accessing competitive rewards and benefits all while knowing you are part of a greater movement then apply today!
About the workplace
Are you a seasoned wealth management professional Vancity is looking for a natural leader with a solid foundation track record of management allowing for effective coaching and mentorship to be given to the team of Wealth Planners and Wealth Advisors. You will bring to the role a solid reputation in the industry; a platform from which you will build and maintain relationships maintaining a strong referral network internally and externally. You will develop community and member relationships aligned with Vancitys strategic objectives.
This is a Fulltime Permanent role and this role reports directly to the Director Wealth Solutions.This competitively rewarded role will enjoy hybrid working arrangements which can be fulfilled primarily from the Vancity branches in the Vancouver region and your Lower Mainland based home office. Periodically inperson events or activities will be required of you.
A typical day would involve:
- 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.
You Are:
- ACollaborator with great communication skills: You are able to build strong relationships and partnerships with stakeholders team members members vendors and peers. Lead discussions listen and ask the right questions to ensure requirements are met. Express and communicate with others verbally at an advanced level; recognizing that verbal communication is more than just language it includes tone style and structure. Through these skillsyoull develop maintain and strengthen partnerships with others inside or outside the organization.
- ANatural Leader you have people leadership skills to manage reporting team leads and technical/transactional staff and carry out all people practices.
- APlanner andCoordinator you possess theskills to develop operating plans processes methods and standards for a unit and to coordinate delivery of programs and services.
- A Decisive Problem Solver you have confidence in the knowledge and experience you possess. You use these to influence yourdecision making to diagnose challenges and issues develop innovative business solutions and assess risks and opportunities that may affect the unit and or designated unit.
You Have:
- A Certified Financial Planner designation
- Post secondary degree in business administration.
- 57 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
Bonus Points:
- Experience in Management of an IIROC or MFDA platform is asset.
- Former People Leadership experience
- Furthered training in Coaching and Training
We value lived experience so if you are interested in this role we encourage you to apply even if you feel your skills dont perfectly align with those listed.
The Team: The Regional Manager Wealth Solutions reports into the Director Wealth Solutions
The salary range for this role is $102200 to $153200 annually. Base pay offered may vary depending on factors such as relevant qualifications skills previous experience and internal equity. As part of our total rewards package employees may also be eligible for our annual incentive program subject to program eligibility requirements.
**Posting Deadline: Posted until position is filled. **
We offer:
- We are the largest privatesectorLiving Wage Employerin Canada and have been consistently recognized as one of theTop Employers in Canada.
- Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.
- New employees receive between three to four weeks of vacation allowance per calendar year and the number of vacation days grows to a maximum of six weeks per year as their length of service increases. In addition fulltime permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
- In addition to the 10 statutory holidays in British Columbia Vancity provides an additional three statutory holidays. We offer care days for periods of shortterm personal illness or emergency family illness plus opportunities to take unpaid leave for a variety of reasons.
- Our health care & dental benefits offer three levels of health care and dental coverage for you to select from. These benefits will also be effective immediately based on your hire date.
- We understand that retirement means different things to different people and at Vancity we will offer you a Defined pension plan that pays you a retirement income for life.
At Vancity were committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent understand and respond to our community needs and deliver on our member experience.
We are committed to providing an inclusive and accessible recruitment experience for all candidates. If you require any accommodations at any stage of the recruitment process please reach out to our Talent Acquisition team at for confidential support. Inperson assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.
Required Experience:
Manager
Employment Type
Full-Time
