Wealth Solutions Team Manager

Position: Wealth Solutions Team Manager at Vancity
Lead a team of financial planners at Vancity, focusing on sustainable financial advice. This full-time role blends leadership, coaching, and hybrid working from the Tri-cities and North Burnaby.

As the Team Manager, Wealth Solutions, you'll be instrumental in guiding financial planning professionals in delivering high-quality, socially responsible investments. Your leadership will drive strategies for sales, customer satisfaction, and service standards across the organization. This position requires both in-person coaching at branches and extensive collaboration with the Regional Manager.

Key Responsibilities:

• Coach and support financial planning professionals

• Execute sales strategies for quality investment advice

• Monitor service delivery and problem resolution

• Assist in developing sustainable financial plans

• Build capabilities through performance development

Requirements:

• Degree in business administration or related field

• PFP or CFP designation required

• 5+ years in the financial industry

• Proven team leadership experience

• Strong communication and analytical skills

Utilize your financial acumen and leadership skills to enhance member experiences at Vancity.
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