Strategic Planning Director

1 month ago


Langley, British Columbia, Canada https:www.energyjobline.comsitemap Full time

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.



  • Langley, British Columbia, Canada Government of Canada - Western Full time

    Job SummaryWe are seeking a highly skilled Strategic Planning Director to join our team at the Government of Canada - Western. The successful candidate will be responsible for allocating resources, establishing departments, and coordinating work across regions.Key ResponsibilitiesDevelop and implement organizational policies and programs.Establish objectives...


  • Langley, British Columbia, Canada Envision Financial, a division of First West... Full time

    Job 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...


  • Langley, British Columbia, Canada Canature Processing Inc. Full time

    Job SummaryAt Canature Processing Inc., we are seeking a highly skilled Strategic Operations Director to lead our organizational development efforts. This key role will be responsible for allocating resources, establishing departments, and coordinating regional work to drive business objectives.Key ResponsibilitiesDevelop and implement organizational...


  • Langley, British Columbia, Canada Government of Canada - Western Full time

    Company OverviewThe Government of Canada - Western is a leading organization in the public sector, committed to delivering exceptional services to Canadians. Our team is dedicated to excellence and innovation, and we are seeking a talented individual to join our leadership ranks.Salary$85,000 - $115,000 per year, depending on experience.Job DescriptionWe are...


  • Langley, British Columbia, Canada API Delevan, Inc. Full time

    Strategic Business Development DirectorAt API Delevan, Inc., we're seeking a highly skilled Strategic Business Development Director to lead our business growth initiatives and drive operational excellence. With a proven track record of delivering above-market growth through full strategic planning and execution cycles, you'll be responsible for developing...


  • Langley, British Columbia, Canada Government of Canada - Western Full time

    Overview of the RoleThe Government of Canada - Western is seeking a Strategic Business Development Director to join our team. This is a key leadership position responsible for driving business growth and development across various departments.Salary: $1,100,000 - $1,300,000 per yearJob DescriptionWe are looking for a highly skilled and experienced...


  • Langley, British Columbia, Canada Government of Canada - Western Full time

    About the RoleWe are seeking a Strategic Marketing Director to join our team at the Government of Canada - Western. As a key member of our organization, you will be responsible for allocating resources to implement organizational policies and programs.Key ResponsibilitiesAuthorize and organize the establishment of major departments and associated senior...


  • Langley, British Columbia, Canada Government of Canada - Western Full time

    Overview of the RoleThe Government of Canada - Western seeks a highly skilled Strategic Finance Director to lead our finance team. This is a full-time, permanent position located in the assigned physical location.Salary:We offer an attractive salary range of $140,000 to $170,000 per annum, commensurate with experience and qualifications.Job DescriptionThis...


  • Langley, British Columbia, Canada KIREI Cleaning & Building Maintenance Ltd. Full time

    Job SummaryWe are seeking a highly skilled Strategic Marketing Director to join our team at KIREI Cleaning & Building Maintenance Ltd. The successful candidate will be responsible for leading our marketing efforts and developing strategies to drive business growth.Key ResponsibilitiesDevelop and implement marketing strategies to achieve business...


  • Langley, British Columbia, Canada Government of Canada - Western Full time

    Company OverviewThe Government of Canada - Western is seeking a highly skilled Senior Director of Business Development and Strategic Partnerships to join our team. As a key member of our organization, you will play a critical role in driving business growth and development through strategic partnerships.SalaryWe offer a competitive salary range of $150,000 -...


  • Langley, British Columbia, Canada API Delevan, Inc. Full time

    Job Title: Executive Director of OperationsRegal Rexnord is seeking an Executive Director of Operations to oversee the strategic growth of our business. This role will lead the development of short and long-range objectives, policies, financial, and operating plans for the organization.Key Responsibilities:Develop and communicate a clear vision and strategy...


  • Langley, British Columbia, Canada Regal Rexnord Full time

    Job Overview:The Regal Rexnord Company is seeking a highly skilled Director of Operations to lead the Thomson Power Systems business unit. This full-time permanent position is located at the Thomson Power Systems site in Langley, BC, Canada.Salary and Benefits:This role comes with an estimated annual salary of $120,000 - $150,000, commensurate with...


  • Langley, British Columbia, Canada First West Credit Union Full time

    Company Overview:First West Credit Union is a leading financial institution in Canada, committed to providing exceptional service to its members. As an Executive Manager, Financial Planning and Development, you will play a key role in driving the company's growth and success.About the Role:This exciting opportunity is for a seasoned professional with a...


  • Langley, British Columbia, Canada Kwantlen Polytechnic University Full time

    About UsKwantlen Polytechnic University is a leading educational institution dedicated to providing students with a diverse range of programs that blend theory and practice, critical understanding, and social and ethical awareness necessary for good citizenship and rewarding careers.Role OverviewWe are seeking an experienced Director, Disability Management...


  • Langley, British Columbia, Canada https:www.energyjobline.comsitemap Full time

    Job Summary:We are seeking a highly skilled and experienced Data Asset Management Director to lead our estimating team and drive business growth.The successful candidate will have a strong background in pre-construction estimating and a proven track record of delivering high-quality cost estimates and bid proposals.As a key member of our leadership team, you...


  • Langley, British Columbia, Canada Eternal Foods Inc. Full time

    We 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...


  • Langley, British Columbia, Canada Kwantlen Polytechnic University Full time

    Position OverviewThe Associate Vice President, Finance, plays a crucial role at Kwantlen Polytechnic University in leading financial operations and reporting. This position is responsible for modernizing and streamlining the University's budgeting, reporting, and financial systems.Key ResponsibilitiesProvide strategic and tactical insight to develop the...


  • Langley, British Columbia, Canada API Delevan, Inc. Full time

    Job OverviewWe are seeking a highly skilled Senior Business Development Director to join our team at API Delevan, Inc. in Langley, BC, Canada. This is a full-time permanent position that requires the candidate to be authorized to work in Canada, reside in the Lower Mainland area, and be willing to be on-site at least three times a week.The ideal candidate...


  • Langley, British Columbia, Canada Envision Financial Full time

    We 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...


  • Langley, British Columbia, Canada Regal Rexnord Full time

    Regal 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...