Director, Corporate Planning and Performance

1 month 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

  • City of Langley, Canada First West Credit Union Full time

    p>Langley, BC, CanadaJob DescriptionWe 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...


  • 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...


  • City of Langley, Canada Envision Financial 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...


  • Langley, British Columbia, Canada Envision Financial, a division of First West... Full time

    Job Overview:Envision Financial, a division of First West, seeks a seasoned Director to lead the Planning & Advice team. This role requires a Bachelor's Degree and 9 years of experience in the financial industry.Key Responsibilities:Provide leadership and direction to the Wealth Advisor & Wealth Planning Specialist teams, emphasizing collaboration and...


  • Langley, Canada Envision Financial Full time

    At Envision Financial, we are seeking a highly skilled Strategic Planning Director to lead our Wealth Planning and Advice team.The Strategic Planning Director will provide leadership, direction, and coaching to the Wealth Advisor and Wealth Planning Specialist teams, emphasizing collaboration to ensure maximum sales and service delivery effectiveness across...


  • Langley, Canada Aviso Wealth Full time

    About the RoleWe are seeking an exceptional Director, Planning & Advice to join our team at Envision Financial, a part of Aviso Wealth.This leadership position plays a vital role in driving business growth, providing strategic direction, and coaching teams to achieve exceptional results.Key ResponsibilitiesLeadership and Coaching: Provide leadership,...


  • City of Lacombe, Canada HumanEdge Global Full time

    In terms of retail, commercial, medical and other business services, the City of Lacombe is an important municipal center within south central Alberta.The City’s economy is greatly supported by the agriculture and oil and gas industries, and related supplier and service companies to these industries.Lacombe is a charming City known for its rich history and...


  • City of Langley, Canada Ethos Veterinary Health Full time

    h3>Elevate Veterinary Care: Seeking an Inspiring Hospital Director!We are seeking a dynamic Hospital Director for our ER veterinary hospital in Fraser Valley. p>The ideal candidate will be a strategic visionary, combining financial savvy with a creative, entrepreneurial mindset to unlock our hospital's potential. With strong emotional intelligence, the...


  • Langley, Canada I.M.I Financial Group Corp Full time

    As a Senior Corporate Financial Director at I.M.I Financial Group Corp, you will be responsible for leading the organization's financial operations and making strategic decisions to drive business growth. With a strong focus on financial management, you will oversee the development and implementation of financial strategies that align with the company's...


  • Langley, Canada Family Innovation Corp. Full time

    **About Family Innovation Corp.** Family Innovation Corp. (“**FIC**”) is a multi-family office providing multiple services, including estate planning, risk management, financial counsel, trusteeship, investment advice, and other services. We recognize excellent relationship management, accurate, actionable, and sound advice, and the desire to deliver...

  • Director, Planning

    1 month ago


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

    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...


  • Langley, British Columbia, Canada Government of Canada - Western Full time

    Job SummaryWe are seeking a highly skilled Strategic Planning Director to join our team at the Government of Canada - Western. The successful candidate will be responsible for allocating resources, establishing departments, and coordinating work across regions.Key ResponsibilitiesDevelop and implement organizational policies and programs.Establish objectives...

  • Director, Planning

    1 month ago


    Langley, Canada Envision Financial Full time

    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...


  • Langley, Canada Envision Financial Full time

    We are seeking a Strategic Planning Director to lead our Wealth Management team at Envision Financial. As a key member of our organization, you will be responsible for providing leadership, direction, and coaching to our Wealth Advisor and Wealth Planning Specialist teams.The ideal candidate will have a strong background in financial planning and advice,...

  • Director, Planning

    3 weeks ago


    Langley, Canada Aviso Wealth Full time

    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...


  • Langley, British Columbia, Canada https:www.energyjobline.comsitemap Full time

    We are seeking a seasoned leader to drive strategic planning and wealth management initiatives within our Envision Financial region. The ideal candidate will provide leadership, direction, and coaching to the Wealth Advisor & Wealth Planning Specialist teams, emphasizing collaboration to ensure maximum sales and service delivery effectiveness across multiple...


  • City of Langley, Canada Canature Processing Inc. Full time

    Education: College/CEGEP Experience: 3 years to less than 5 years or equivalent experience Tasks Allocate material, human and financial resources to implement organizational policies and programs Authorize and organize the establishment of major departments and associated senior staff positions Co-ordinate the work of regions, divisions or...


  • City of Langley, Canada Government of Canada - Western Full time

    OverviewLanguages: EnglishEducationCollege/CEGEPor equivalent experienceExperience3 years to less than 5 yearsWork LocationWork must be completed at the physical location. There is no option to work remotely.ResponsibilitiesTasks:Allocate material, human and financial resources to implement organizational policies and programs.Authorize and organize the...


  • Langley, Canada Aviso Wealth Full time

    About Aviso WealthWe are a financial cooperative that does things differently.We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals.With the financial strength and extended branch network of a large financial institution, we...

  • Corporate Lawyer

    6 days ago


    Langley, British Columbia, Canada Impact Recruitment Ltd Full time

    We are seeking a seasoned Corporate Lawyer to join our esteemed client in Fraser Valley, British Columbia. This is an exceptional opportunity for a skilled Wills & Estates professional to manage and develop their own practice while working in a collegiate environment with a good work-life balance.About the OpportunityThis role involves solicitor work...