Director, Corporate Planning and Performance

1 month ago

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

81605

Job Type:

Full Time

Category:

Finance

Posted:

2024-10-17

Location:

Langley, BC | Canada

Job 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 coaching to the Wealth Advisor & Wealth Planning Specialist teams, emphasizing collaboration to ensure maximum sales and service delivery effectiveness across multiple client offers.

Job Responsibilities:
  • Leadership: Provides leadership and direction to assigned staff through coaching and mentoring; ensures a high degree of employee engagement and retention; recruits, determines appropriate orientation/training and ongoing development plans; evaluates performance of assigned team; fosters a culture that drives action, accountability, and ownership.
  • Annual Business Plan: Develops and manages the annual business plan for approval by the Divisional President and Head of Wealth Management; establishes and monitors expectations for assigned team to achieve or exceed annual goals and targets.
  • Business Development: Manages relationships with various lines of business management; establishes and maintains contact with high profile members, businesses, and community groups.
  • Risk Management: Ensures risk management processes are in place to manage fraud and meet corporate objectives; addresses audit issues and makes recommendations for change.
  • Delivering: Produces defined funds under administration growth, net sales growth, and revenue growth while managing to a defined cost budget.
  • Coaching: Supports the development of the mutual fund salesforce, Branch Managers, and Regional Directors in 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, CFP or CFA designation preferred
  • 9 years of experience in the financial industry required
  • Expert knowledge of wealth products, services, and regulations required
  • Advanced knowledge of legislation and regulations related to wealth management required
  • Demonstrated leadership attributes and experience motivating a high-performance sales team required
  • Strong business development expertise and acute business acumen required
  • Proven ability to develop and execute on strategic sales and service plans
  • Excellent written and verbal communication skills
  • Demonstrated ability to adapt and work in ambiguity
  • Proficient in computer software programs e.g. NaviPlan, Microsoft Office

Closed Date: 2024-11-16

Company Info: Envision Financial, a division of First West, Langley, BC, Canada

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