Strategic Planning Director
1 month ago
We are seeking a seasoned leader to drive strategic planning and wealth management initiatives within our Envision Financial region. The ideal candidate will provide leadership, direction, and coaching to the Wealth Advisor & Wealth Planning Specialist teams, emphasizing collaboration to ensure maximum sales and service delivery effectiveness across multiple client offers. Key responsibilities include:
Leadership- Provides leadership and direction to assigned staff through coaching and mentoring
- Recruits, determines appropriate orientation/training, and ongoing development plans
- Evaluates the performance of assigned team
The successful candidate will promote a strong, proactive sales and service culture through motivational leadership and coaching of direct reports in a high-performance culture. They will also direct effective deployment of personnel to ensure a consistent, high level of service within budgeted guidelines.
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
The ideal candidate will establish and maintain contact with high-profile members, business, and community groups. They will also ensure risk management processes and procedures are in place and functional to manage fraud, reduce potential losses, and meet corporate objectives.
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
The successful candidate will have a Bachelor's Degree in Business, Commerce, or a related discipline, and a Canadian Securities License. They will also have advanced knowledge of legislation and regulations related to wealth management, demonstrated leadership attributes, and experience motivating and coaching a high-performance sales team.
Proficient in computer software programs: NaviPlan, Microsoft Office, and banking software programs. Strong financial planning skills, excellent change management skills, and the ability to demonstrate adherence to policies and procedures.
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Strategic Planning Director
4 weeks ago
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Langley, British Columbia, Canada Envision Financial, a division of First West... Full timeJob Overview:Envision Financial, a division of First West, seeks a seasoned Director to lead the Planning & Advice team. This role requires a Bachelor's Degree and 9 years of experience in the financial industry.Key Responsibilities:Provide leadership and direction to the Wealth Advisor & Wealth Planning Specialist teams, emphasizing collaboration and...
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Strategic Operations Director
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Strategic Operations Director
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Strategic Business Development Director
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Strategic Business Development Director
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Strategic Marketing Director
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Strategic Marketing Director
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Executive Director of Operations
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Data Asset Management Director
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Langley, British Columbia, Canada Eternal Foods Inc. Full timeWe are seeking an experienced and skilled Executive to lead our finance team at Eternal Foods Inc.Job SummaryThe successful candidate will be responsible for allocating resources, coordinating the work of teams, establishing objectives, and representing the organization in official functions.About the JobThis permanent position requires a minimum of 1 year...
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3 weeks ago
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Langley, British Columbia, Canada Envision Financial Full timeWe are currently seeking a Chief Planning and Business Development Officer to join Envision Financial. This leadership role is responsible for providing strategic direction and coaching to the Wealth Advisor and Wealth Planning Specialist teams within the region, emphasizing collaboration to ensure maximum sales and service delivery effectiveness across...
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Langley, British Columbia, Canada Regal Rexnord Full timeRegal Rexnord Business OverviewRegal Rexnord is a leading global industrial manufacturer with 30,000 associates worldwide, providing sustainable solutions that power, transmit, and control motion. Our portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications.Job SummaryWe are...