Branch Manager

1 week ago

Vancouver, British Columbia, Canada BlueShore Financial Full time

Branch Manager (General Manager) - West Pender, Downtown Branch


We have an excellent opportunity to develop a team of financial professionals and deliver world class client service in our unique Financial Spa located in the heart of downtown Vancouver.

As the General Manager, you hold overall accountability of branch operations to ensure growth, profitability, employee development, service and operational excellence.

Your business acumen and mentorship skills drive the success of the branch and the financial well-being of our clients.

Our General Manager role has opportunities to participate in corporate initiatives that will grow your career beyond the branch.

Our head office is local, so if there's something at that next level you want to pursue in the future, the options are available.


BlueShore Financial is a financial boutique with a dynamic team committed to helping our clients improve their overall financial well-being.

Thanks to our innovative strategy, rooted in expert advice and expertise, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace our competitors.


Employee Type:
Full Time - Monday-Friday

Closing Date:
April 6, 2023

Job Category:
Marketing and Communications

Location:
Pender Branch, Downtown Vancouver

Position Accountabilities

  • Provides exceptional sales and service coaching to branch staff to ensure effective operations and successful sales and service to clients. Effectively manages to the BlueShore Financial Spa experience.
  • Develops, implements, and manages annual business plan goals for the team to achieve branch growth and profitability in alignment with BlueShore Financial Strategy and within a solid regulatory framework. Manages to the annual branch operating budget.
  • Manages direct reports (including Financial Advisors and Manager Financial Services); participates in the recruitment and selection of new staff; evaluates staff performance using performance management system; ensures each employee has a learning plan in place and results are achieved; initiates salary reviews as required; recognizes and rewards employees; takes corrective action as required.
  • Manages overall asset and liability levels of the branch by managing Financial Advisors' book size and composition as well as managing and growing the unassigned book of business through proactive client acquisition planning.
  • Responsible for execution, coordination and interpretation of digital initiatives and business analytics (BI) for branch clients. Includes establishing, delivering, and executing plans and initiatives to support the attainment of corporate goals and initiatives. Uses and integrates data and digital functionality into plans that drive profitable business practices that improves corporate performance.
  • Manages and reports on pipeline of business in all pillars including deposits, credit, Insurance and wealth, as well as new client acquisition. Forecasts potential growth and run off in all pillars and reports on plans to mitigate and address
  • Authorizes penalty waivers, fee waivers and the like, within established limits, in order to balance retention, growth and profitability of the branch.
  • Coaches, reviews and recommends all credit deals flowing through branch. Works with senior credit managers for approval of loans.
  • Approves and recommends discretionary rate pricing for branch staff.
  • Champions the "quarterback model", ensuring internal and external advisory partners relationships are developed according to the established business model.
  • Develops and maintains partner relationships with external COIs (centers of influence) such as approved accountants and lawyers.
  • Works with Marketing regarding products, services, campaigns, strategies and alignment of brand and integration of various advisory products into the overall client experience.
  • Reviews financial advice provided by Financial Advisors and staff and assists in ensuring Financial Plans offered are holistic and comprehensive.
  • Manages the relationships with various stakeholders and works on corporate projects, initiatives assigned and cross functional partnerships, including committees and Enterprise Wide Project Plans.
  • Completes branch specific workforce planning reviews and ensures the successful implementation of employee retention strategies.
  • Manages branch FTE within salary budget. Ensures work load is balanced, appropriately delegated and schedules are in place to meet the needs of the branch.
  • Ensures branch compliance within established security standards, policies and procedures to ensure physical and cyber security of branch assets, premises and employees.
  • Ensures branch processes and quality controls are in place and maintained according to Branch Audit Compliance requirements. Reviews and implements process improvements as required.
  • Maintains loan and investment quality. Responsible to conduct audit activities for the branch as

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