Assistant Manager, Private Wealth Group

1 month ago

Nanaimo, Canada Coastal Community Private Wealth Full time

**Position Typ**e**:Permanent

**Together, Let’s Do Great Things**

**What’s the role?**

As **Assistant Manager, Private Wealth**, you are responsible to manage the overall administrative support function of the client services team while leading, coaching and developing a team of representatives. A strong focus for this position is to coach and mentor direct reports to build upon and develop new and existing client relationships through established practice management procedures. The **Assistant Manager, Private Wealth**, is also responsible for managing and directing the department functions within established policies and procedures and is accountable for growth by developing a strong team to support services ensuring a high level of operational effectiveness. Works closely in collaboration with the Manger, Credit Union Wealth to ensure consistent operational excellence across all wealth teams.

**What are we looking for?**
- Bachelor’s Degree or Diploma requiring 3-4 years of full-time study or have an equivalent combination of education and experience.
- Hold a CIRO license as Investment Representative in the Province of BC.
- Minimum five (5) years managing or working with an Investment Advisor to manage the administration of a book of business.
- Thorough understanding of credit union operations, principles, and values.
- Registered Representative in the Province of B.C an asset.
- Hold a Life, Disability and Health Insurance license in the Province of BC an asset.
- Minimum six (6) years progressive financial industry experience an asset.

***Ideally, you are a flexible, collaborative team player with:

- Proven knowledge of wealth management policies, procedures, practices and general branch operations.
- A comprehensive understanding of the investment platform.
- Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
- Credit Union Wealth Management experience preferred
- Strong communication skills to liaise with clients/members, employees, and cross functional teams.
- A dynamic decision maker who can exercise discretion and diplomacy in matters of confidentiality.
- A committed leader with experience working in a fast-paced work environment through strong organizational, planning and time management skills.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

**Who are we?**

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

- We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
- We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centers, plus our wide range of online and digital services.
- We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.50% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more Join us and be part of a community that values your growth and success

**Career Band Range (Annual Salary) - $67,883.00 to $90,173.00**

The posted salary range is designed to reflect a broad career band, encompassing a variety of roles within our organization and serves as a general guideline. Your final compensation will be tailored to your unique skills, experience, and the responsibilities of the role.

If this role resonates with your passion and skills, we would love to hear from you

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