Strategic Planning and Business Development Director
1 month ago
We are currently seeking an experienced Director, Corporate Strategy and Performance to join Envision Financial. This senior leadership role will provide strategic direction and coaching to the Wealth Advisor & Wealth Planning Specialist teams in the regions, emphasizing collaboration to ensure maximum sales and service delivery effectiveness across multiple client offers.
About the RoleThe successful candidate will be responsible for driving growth in business results through the acquisition of new business and deepening of existing member relationships. This includes ensuring risk management processes and procedures are in place and functional to manage fraud, reduce potential losses, and meet corporate objectives.
A bachelor's degree in business, commerce, or a related discipline is required. Additionally, a Canadian Securities License is necessary, with a Financial Planning, CFP, or CFA designation being preferred. The ideal candidate will have advanced knowledge of legislation and regulations related to wealth management and demonstrated leadership attributes and/or experience motivating and coaching a high-performance sales team.
Key Skills and Qualifications:
- Risk Management: Ensure risk management processes and procedures are in place and functional to manage fraud, reduce potential losses, and meet corporate objectives.
- Leadership: Provide strategic direction and coaching to the Wealth Advisor & Wealth Planning Specialist teams in the regions.
- Communication: Emphasize collaboration to ensure maximum sales and service delivery effectiveness across multiple client offers.
- Financial Planning: Strong financial planning skills, including proficiency in NaviPlan, Microsoft Office, and banking software programs.
- Change Management: Excellent change management skills.
$120,000 - $150,000 per year, depending on experience.
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