Financial Planning
2 weeks ago
**Financial Planning and Sales Development Training Specialist (12 Month Term)**
BlueShore Financial is a division of Beem Credit Union. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.
This position will provide a flexible hybrid schedule with approximately two days a week in our corporate office in North Vancouver. The requires availability work on-site to facilitate in-person learning sessions as required.
Employee Type: Full Time (12 Month Term)
Schedule: Monday - Friday
Job Category: Learning and Development
Location: 1250 Lonsdale Avenue, North Vancouver
**Key responsibilities of this role are**:
- Collaborates with stakeholders to assess and identify learning & development needs, and recommend solutions to meet branch, department, or individual learning objectives related to sales skill development, financial planning, client service and/or the delivery of financial advice.
- Researches, designs, implements, facilitates and evaluates specialized programs, such as the Financial Planning Curriculum, that address and support future talent requirements and all aspects of our approach to building intentional client relationships.
- Develops and delivers traditional and digital training programs, instructional material and evaluation tools related to sales coaching, sales training and/or practice management.
- Provide support to Advisory Sales Team members on the delivery of advice and Financial Planning. Activities may include coaching, mentoring and instruction on how to effectively build and nurture intentional client relationships across all aspects of the sales cycle: prospecting/approaching/engaging, discovery, developing/delivering the plan or proposal, and closing/implementing.
- Leads learning for Retail or organization-wide projects by collaborating with stakeholders on gathering requirements to identify business needs to appropriate learning/training solutions. Manages all learning outcomes and deliverables associated with the project such as: scope, milestones, schedule, resources and learning communications
- Provides input to leadership on Advisory Sales Team member competencies based on their observations in support and training interactions with staff.
**Qualifications and Experience**
- Proven experience in financial services and with financial planning strategies including practical experience with effective sales communications, sales cycle and related processes
- Certified Financial Planner (CFP) Designation preferred or working towards
- Experience in training, sales coaching, learning and development (or any combination of relevant experience in these areas)
- Certified Training and Development Professional (CTDP) or BC Provincial Instructors Diploma (PIDP) or equivalent considered an asset
- Solid knowledge of a wide range of financial planning technologies/systems
- Excellent verbal communication skills and ability to facilitate variety of audiences.
- Excellent written communication skills and strong attention to detail.
**Pay Transparency**
Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.
The target range of this role is $90,600 - $106,500 per year, plus a variable performance bonus. Employment offers are determined by knowledge, experience and internal equity.
**What BlueShore Financial can provide you**:
- 4 weeks of paid vacation to start, plus paid personal and wellness days
- Work that is critical and impactful to the entire organization
- Benefit pay in lieu of benefits
- Continuing education assistance
- Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits)
- Gender-neutral washrooms
**What BlueShore Financial needs from you**:
- Recognize the strength that diversity, equity and inclusion brings
- Forge relationships with colleagues for strong collaboration
- Provide a premium level of service to all clients, internal and external
- Communicate effectively and professionally
- Exhibit a growth mind-set
- Strive for continuous learning
- Be a proactive thinker and problem solver
- Demonstrate digital excellence
- Be accountable for the risk responsibilities in your area
**Be Richly Valued.** At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional emp
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