Director, Planning

3 months 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 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; ensures a high degree of employee engagement and retention; recruits, determines appropriate orientation/training and ongoing development plans; and evaluates the performance of assigned team. Fosters a culture that drives action, accountability, and ownership; 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; establishes and monitors expectations for assigned team and ensures annual goals and targets are achieved or exceeded; 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. May deal directly with members when issues arise, as required.
- **Risk Management**:Ensures risk management processes and procedures are in place and functional to manage fraud, reduce potential losses and meet corporate objectives; addresses audit issues/concerns and makes recommendations for change, where required; 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. Monitors the progress of sales volumes to business/sales plan monthly. Develops and executes the overall strategy and objectives for wealth product lines (existing and new), supplier arrangements, service delivery, pricing, resource requirements, sales, and service support.

**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 is required
- Expert knowledge of wealth (investment, securities, and personal insurance) products, services, and regulations required
- 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
- Strong business development expertise and acute business acumen, with the ability to understand issues and responds appropriately to the diverse requirements of a rapidly growing organization
- Proven ability to develop and execute on strategic sales and service plans
- Proven skills in business development and achievement of sales goals and targets
- Excellent written and verbal communication skills with ability to interact effectively with a wide variety of people
- Demonstrated ability to adapt and work in ambiguity
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
- Proficient in computer software programs e.g. NaviPlan, Microsoft Office and banking software programs.
- Strong financial planning skills
- Excellent change management skills

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