Director, Corporate Planning and Performance

1 month ago

City of Langley, Canada First West Credit Union Full time
p>Langley, BC, CanadaJob Description

We are currently seeking a Director, Planning & Advice to join our team within our Envision Financial region.

The Director, Planning & Advice provides leadership, direction and coaching to the Wealth Advisor & Wealth Planning Specialist teams in the regions emphasizing collaboration in order to ensure maximum sales and service delivery effectiveness across multiple client offers, and to drive growth in business results through the acquisition of new business and deepening of existing member relationships.

Here’s what would be included as a part of your typical day:

  • Leadership: Provides leadership and direction to assigned staff through coaching and mentoring; recruits, determines appropriate orientation/training and ongoing development plans; and evaluates the performance of assigned team. promotes the achievement of a strong, proactive sales and service culture through motivational leadership and coaching of direct reports in a high-performance culture; and directs effective deployment of personnel to ensure a consistent, high level of service within budgeted guidelines.
  • Annual Business Plan: Develops and manages the annual business plan for approval by the Divisional President and Head of Wealth Management. Ensures business plan, marketing plans and operations align with FW strategic direction and long-term critical success factors; li>
  • Business Development: Manages relationships and partnerships with various lines of business management. Establishes and maintains contact with high-profile members, business, and community groups. li>
  • Risk Management: Ensures risk management processes and procedures are in place and functional to manage fraud, reduce potential losses and meet corporate objectives; li>
  • Delivering: Produces defined funds under administration growth, net sales growth, gross and net revenue growth, while managing to a defined cost budget to deliver a net positive contribution to FW. li>
  • Coaching: As a subject matter expert in mutual funds, planning and advice supports the development of the mutual fund salesforce, Branch Managers and Regional Directors of Retail in their learning and development of providing advice and coaching.

Required Skills, Experience & Qualifications:

  • Bachelor’s Degree in Business, Commerce or a related discipline required.
  • Canadian Securities License required.
  • Financial Planning Designation required (current and in good standing (PFP, CFP)).
  • Advanced knowledge of legislation and regulations related to wealth management required.
  • Demonstrated leadership attributes and/or experience motivating and coaching a high-performance sales team required.
  • Displays an understanding of risk and risk ownership.
  • Proficient in computer software programs e.g. NaviPlan, Microsoft Office and banking software programs.
  • Strong financial planning skills.
  • Performance-based compensation, employee banking advantages and group RRSP matching.
  • Vacation time and flexible work arrangements to support your lifestyle.

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