Description : About the workplace

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.

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 reporting team leads and technical/transactional staff and carry out all people practices.
A Planner and Coordinator - you possess the skills to develop operating plans, processes, methods and standards for a unit and to coordinate delivery of programs and services.
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 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

Bonus Points:

We offer:

We are the largest private-sector
New employees receive between three to four weeks of vacation allowance per calendar year, and the number of vacation days grows --- to a maximum of six weeks per year --- as their length of service increases. In addition, full-time, permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
Our health care \& dental benefits offer three levels of health care and dental coverage for you to select from. These benefits will also be effective immediately based on your hire date.
We understand that retirement means different things to different people and at Vancity we will offer you a Defined pension plan that pays you a retirement income for life.

Vancity

Vancity

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