Strategic Wealth Advisor Leader
3 days ago
Envision Financial is seeking a highly experienced Strategic Wealth Advisor Leader to join our team.
The estimated salary for this role is $125,000 - $175,000 per year, depending on experience.
Key Responsibilities- Leadership and Team Management: Provide strategic leadership and direction to the wealth advisor and planning specialist teams, emphasizing collaboration to drive sales and service delivery effectiveness across multiple client offerings.
- Annual Business Planning: Develop and manage annual business plans in alignment with Envision Financial's strategic direction and long-term critical success factors.
- Business Development: Foster relationships and partnerships with various lines of business management, establish and maintain contact with high-profile members, businesses, and community groups.
- Risk Management: Ensure risk management processes and procedures are in place and functional to manage fraud, reduce potential losses, and meet corporate objectives.
- Delivering Results: Drive 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 Envision Financial.
- Bachelor's degree in business, commerce, or a related discipline.
- Canadian Securities License required.
- Financial Planning, CFP, or CFA designation preferred.
- 9 years of experience in the financial industry.
- Expert knowledge of wealth products, services, and regulations.
- Demonstrated leadership attributes and/or experience motivating and coaching a high-performance sales team.
We offer a competitive compensation package, including a comprehensive benefits program, opportunities for professional development, and a dynamic work environment.
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