Director, Corporate Planning and Performance

2 weeks ago

City of Langley, Canada https:www.energyjobline.comsitemap.xml Full time
p>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.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. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West.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; develops and implements solutions to assist team in the execution of annual business plans, operational framework and overall performance and profitability.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; reviews policy and procedure issues and recommends or approves changes and/or exceptions, as required. Ensures procedures with respect to confidentiality, credit, equipment, safety, and audit/risk management requirements are always adhered to.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 to advice.Bachelor’s Degree in Business, Commerce or a related discipline required Canadian Securities License required Financial Planning, CFP or CFA designation preferred Advanced knowledge of legislation and regulations related to wealth management required Demonstrated leadership attributes and/or experience motivating and coaching a high performances sales team required Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.Proficient in computer software programs: NaviPlan, Microsoft Office, and banking software programs.Strong financial planning skills Excellent change management skills

  • Director, Corporate Planning and Performance

    2 weeks ago

    City of Langley, Canada Envision Financial, a division of First West... Full time

    Job ID:81605Job Type:Full TimeCategory:FinancePosted:2024-10-17Location:Langley, BC | CanadaJob Description:Director, Planning & Advice (Langley Collaboration Centre) from the Company Envision Financial, a division of First West. This position is open to job seekers with a Bachelor's Degree. The Director, Planning & Advice provides leadership, direction, and...

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    City of Langley, Canada Envision Financial Full time

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    Langley, Canada Envision Financial, a division of First West Credit Union Full time

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