Regional Manager, Wealth Solutions

2 months ago

Vancouver, Canada Vancouver City Savings Credit Union Full time

**About Vancity**

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

**About the workplace**

Are you a seasoned wealth management professional? Vancity is looking for a natural leader with a solid foundation track record of management, allowing for effective coaching and mentorship to be given to the team of Wealth Planners and Wealth Advisors. You will bring to the role a solid reputation in the industry; a platform from which you will build and maintain relationships, maintaining a strong referral network internally and externally. You will develop community and member relationships aligned with Vancity’s strategic objectives.

This is a** Full-time, Permanent **role and this role reports directly to the Director Wealth Solutions. This competitively rewarded role will enjoy hybrid working arrangements which can be fulfilled primarily from the Vancity branches in the **Vancouver region** and your Lower Mainland based home office. Periodically, in-person events or activities will be required of you.

**A typical day would involve**:

- Developing and executing strategies and the use of tools to enable delivery of quality investment and financial advice that meet members' needs, incorporating sustainable solutions to balance business opportunities and risk and drive profitable Sustainable Wealth Management (SWM) business growth.
- Achieving AUM growth, net earnings and referral objectives for the wealth solutions business line aligned to Vancity Values and Vision.
- Maintaining relationships with key partners to optimize service levels, investment knowledge and maximize earnings.
- Building a team of increasingly capable direct reports, including moving talent where we need them when we need them and exercising agile and change leadership.
- Continuously improving and innovating processes.
- Travelling between branches to meet and coach advisors.

**You Are**:

- A** Collaborator with great communication skills**:You are able to build strong relationships and partnerships with stakeholders, team members, members, vendors and peers. Lead discussions, listen and ask the right questions to ensure requirements are met. Express and communicate with others verbally at an advanced level; recognizing that verbal communication is more than just language - it includes tone, style and structure. Through these skills, you'll develop, maintain, and strengthen partnerships with others inside or outside the organization.
- A **Natural Leader** - you have people leadership skills to manage reporting team leads and technical/transactional staff and carry out all people practices.
- A **Planner and Coordinator** - you possess the skills to develop operating plans, processes, methods and standards for a unit and to coordinate delivery of programs and services.
- A **Decisive Problem Solver** - you have confidence in the knowledge and experience you possess. You use these to influence your decision making, to diagnose challenges and issues, develop innovative business solutions and assess risks and opportunities that may affect the unit and or designated unit.

**You Have**:

- A Certified Financial Planner designation
- Post secondary degree in business administration.
- 5-7 years of financial industry experience in any one of the following: commercial lending, investment banking, financial advisory, life insurance, wealth management, retail lending, retail banking

**Bonus Points**:

- Experience in Management of an IIROC or MFDA platform is asset.
- Former People Leadership experience
- Furthered training in Coaching and Training

**The Team**: The Regional Manager, Wealth Solutions reports into the Director, Wealth Solutions

**We offer**:

- We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada.
- Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.
- New employees receive between three to four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
- In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
- Our health care & dental ben

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