Team Manager, Wealth Solutions

**About Vancity**

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

**About the workplace**

As a **Team Manager, Wealth Solutions,**you will coach and support your direct reports to deliver on quality financial advice and investment solutions to meet members’ needs, including socially responsible investing options. You will also support the Regional Manager to execute and deliver on strategic initiatives laid out by Sustainable Wealth Management and Vancity.

This is a** Full Time, Permanent** role that reports directly to the Regional Manager Wealth Solutions

This competitively rewarded role will enjoy hybrid working arrangements which can be fulfilled primarily from the Vancity head office location and your Lower Mainland based home office. Periodically, in-person events or activities will be required of you.

**A typical day would involve**:

- Supporting and executing sales strategies and tools to enable delivery of quality investment and financial advice that meet members’ needs, incorporating sustainable solutions to balance business opportunities and compliance to drive Sustainable Wealth Management (SWM) business growth
- Continuously build business and financial planning acumen of member facing staff in SWM in order to facilitate and/or deliver a great member experience and grow and maintain a membership base that is loyal, deep and committed to Vancity
- Delivering results: targeted sales, net earnings and referral objectives for the wealth solutions business line
- Monitoring and managing the service delivery and problem resolution of the staff according to established service standards and expectations for great service experience of member’s financial planning needs
- Assisting the Regional Manager in the development and execution of plans to achieve financial objectives for Sustainable Wealth Management
- Building a team of increasingly capable direct reports, including moving talent where we need them when we need them and exercising agile leadership
- Providing guidance and support to direct reports for complaint and issue resolution and direct handling of escalations
- Travelling between branches to meet and coach planners

**You Are**:

- A** Collaborator with great communication skills -**you are able to build strong relationships and partnerships with stakeholders, team members, members, vendors and peers. Lead discussions, listen and ask the right questions to ensure requirements are met. Express and communicate with others verbally at an advanced level; recognizing that verbal communication is more than just language - it includes tone, style and structure. Through these skills, you'll develop, maintain, and strengthen partnerships with others inside or outside the organization.
- A **Natural Leader** - you have people leadership skills to manage a team of direct reports and support the technical/transactional activities and carry out all people practices. Has the ability to be adaptable to manage and lead yourself and your team through change.
- A **Decisive Problem Solver** - you have confidence in the knowledge and experience you possess. You use these to influence your decision making, to diagnose challenges and issues, develop innovative business solutions and assess risks and opportunities that may affect the unit and or designated unit.

**You Have**:

- A Personal Financial Planner or Certified Financial Planner designation
- Post secondary degree in business administration
- 3-5 years of financial industry experience in any one of the following: investment banking, financial advisory, life insurance, wealth management, retail lending, retail banking

**Bonus Points**:

- Experience in Management of an IROC or MFDA platform is asset
- Former People Leadership experience
- Furthered training in Coaching and Training

**_ Salary Range:_**_ The salary range for the role is _**_$81,200_**_ to _**_$122,000._**_ The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill._

***Posting Deadline: Posted until position is filled.**

**We offer**:

- We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada
- Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs
- New employees receive between three and four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year