Wealth & Planning Manager at Beem

Lead wealth administration and advisory services as Beem Credit Union's Wealth and Planning Manager, focusing on high-net-worth client satisfaction. This role is hybrid, available in the Lower Mainland, Fraser Valley, or Kelowna.

In this strategic position, you will manage a team of wealth administrators, ensuring compliance and operational excellence within the wealth management framework. Your leadership will enhance team performance and client relationships while driving business expansion through strategic initiatives. You will play a pivotal role in shaping the member experience.

Key Responsibilities:

• Mentor and assess wealth administration staff

• Ensure compliance with all relevant regulations

• Execute regional wealth management strategies

• Manage member loyalty and experience practices

• Collaborate on corporate projects and initiatives

Requirements:

• Bachelor's degree in Finance or a related discipline

• Minimum of 5 years in the financial services sector

• Proven expertise in portfolio management

• Ability to manage conflicts and VUCA scenarios

• Strong relationship-building skills and innovative thinking

Develop impactful wealth management strategies and deliver exceptional service for Beem Credit Union's members.
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