Regional Manager, Wealth Solutions

Vancity • Vancouver, BC

6d • Hybrid

About The Position

Vancity is seeking a seasoned wealth management professional to join their team as a Regional Manager, Wealth Solutions. This role requires a natural leader with a strong track record in management, capable of effectively coaching and mentoring a team of Wealth Planners and Wealth Advisors. The ideal candidate will possess a solid industry reputation, a platform for building and maintaining relationships, and a strong referral network, both internally and externally. The position involves developing community and member relationships aligned with Vancity’s strategic objectives. This is a Full-time, Permanent role reporting directly to the Director, Wealth Solutions. It offers hybrid working arrangements, primarily from Vancity branches in the Vancouver region and a Lower Mainland-based home office, with periodic in-person events or activities required.

Requirements

• A Certified Financial Planner designation
• Post secondary degree in business administration.
• 5-7 years of financial industry experience in any one of the following: commercial lending, investment banking, financial advisory, life insurance, wealth management, retail lending, retail banking

Nice To Haves

• Experience in Management of an IIROC or MFDA platform is asset.
• Former People Leadership experience
• Furthered training in Coaching and Training

Responsibilities

• Developing and executing strategies and the use of tools to enable delivery of quality investment and financial advice that meet members' needs, incorporating sustainable solutions to balance business opportunities and risk and drive profitable Sustainable Wealth Management (SWM) business growth
• Achieving AUM growth, net earnings and referral objectives for the wealth solutions business line aligned to Vancity Values and Vision
• Maintaining relationships with key partners to optimize service levels, investment knowledge and maximize earnings
• Building a team of increasingly capable direct reports, including moving talent where we need them when we need them and exercising agile and change leadership
• Continuously improving and innovating processes
• Travelling between branches to meet and coach advisors

Benefits

• Competitive rewards and benefits
• Flexible benefit packages that can be tailored annually
• 3-4 weeks of vacation per year, with additional days earned over time
• 2 extra stat holidays, plus care days for personal or family illness
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree