Team Manager, Wealth Solutions
Team Manager, Wealth Solutions
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Job Description
About Vancity
Vancity is a member-owned 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 net-zero 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
As a Team Manager Wealth Solutions you will coach and support your direct reports to deliver on quality financial advice and investment solutions to meet members needs including socially responsible investing options. You will also support the Regional Manager to execute and deliver on strategic initiatives laid out by Sustainable Wealth Management and Vancity.
This is a Full Time Permanent role that reports directly to the Regional Manager Wealth Solutions. This role will be covering branches in the Surrey Langley Delta and New Westminster region.
This competitively rewarded role will enjoy hybrid working arrangements which can be fulfilled primarily from your Lower Mainland based home office and your assigned branches. Periodically in-person events or activities will be required of you.
A typical day would involve:
- Supporting and executing sales strategies and tools to enable delivery of quality investment and financial advice that meet members needs incorporating sustainable solutions to balance business opportunities and compliance to drive Sustainable Wealth Management (SWM) business growth
- Continuously build business and financial planning acumen of member facing staff in SWM in order to facilitate and/or deliver a great member experience and grow and maintain a membership base that is loyal deep and committed to Vancity
- Delivering results: targeted sales net earnings and referral objectives for the wealth solutions business line
- Monitoring and managing the service delivery and problem resolution of the staff according to established service standards and expectations for great service experience of members financial planning needs
- Assisting the Regional Manager in the development and execution of plans to achieve financial objectives for Sustainable Wealth Management
- Building a team of increasingly capable direct reports including moving talent where we need them when we need them and exercising agile leadership
- Providing guidance and support to direct reports for complaint and issue resolution and direct handling of escalations
- Travelling between branches to meet and coach planners
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 a team of direct reports and support the technical/transactional activities and carry out all people practices. Has the ability to be adaptable to manage and lead yourself and your team through change.
- ADecisive 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 Personal Financial Planner or Certified Financial Planner designation
- Post secondary degree in business administration
- 3-5 years of financial industry experience in any one of the following: investment banking financial advisory life insurance wealth management retail lending retail banking
Bonus Points:
- Experience in Management of an IROC 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.
Salary Range: The salary range for the role is $81200 to $122000. The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill.
**Posting Deadline: Posted until position is filled.**
We offer:
- We are the largest private-sectorLiving 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 and 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 addition full-time permanent staff can purchase up to six 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 short-term personal illness or emergency family illness plus opportunities to take unpaid leave for a variety of reasons.
At Vancity were dedicated to being an inclusive anti-racist organization with a workforce that reflects the diversity of the communities we serve. 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.
Please note that all shortlisted candidates for this role will be required to complete a background check which includes resume verification credit check criminal record check. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation please advise us and we will work with you to meet your needs.
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 -person 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
