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Strategic Planning Director

2 months ago

Langley, Canada Aviso Wealth Full time
About Aviso Wealth

We are a financial cooperative that does things differently.

We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals.

With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service.

Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands.

Please note that we appreciate your interest in us but only candidates selected for an interview will be contacted.

Role Overview

The Strategic Planning Director is responsible for leading our team within our Envision Financial region.

This role requires strong leadership skills and the ability to motivate and coach high-performance sales teams.

The ideal candidate will have experience in business development, risk management, and delivering results-driven strategies.

Key Responsibilities:
  • 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 and fosters a culture that drives action, accountability, and ownership
  • Directs effective deployment of personnel to ensure a consistent, high level of service within budgeted guidelines
  • Manages relationships and partnerships with various lines of business management
  • Establishes and maintains contact with high-profile members, businesses, and community groups
Requirements

To be successful in this role, you will need:

  • A Bachelor's Degree in Business, Commerce or a related discipline
  • A Canadian Securities License and Financial Planning Designation (current and in good standing)
  • 9 years of experience in the financial industry
  • Expert knowledge of wealth products, services, and regulations
  • Advanced knowledge of legislation and regulations related to wealth management
  • Demonstrated leadership attributes and/or experience motivating and coaching a high-performance sales team
  • Strong business development expertise and acute business acumen
  • Proven ability to develop and execute on strategic sales and service plans
What We Offer

We offer a competitive salary range of $120,000 - $180,000 per year, based on experience.

In addition to a generous compensation package, we offer:

  • Mental health coverage and resources
  • Customizable health benefits and topped-up parental leave
  • Performance-based compensation and employee banking advantages
  • Vacation time and flexible work arrangements
About Us

We're committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization.

We also provide opportunities for our employees to make a meaningful impact, including paid time off to volunteer and partner with local charities.