Wealth Management Leader

Position: Wealth Management Leader at Kootenay Savings
Location: Invermere

Elevate your career with Kootenay Savings as a Wealth Management Team Lead. Direct mentorship of the Investment Specialist Team while enhancing client satisfaction and operational efficiency.

As a Wealth Management Team Lead, you will oversee the Investment Specialist Team in Invermere, ensuring high performance and sales targets. Your leadership will include designing training programs for onboarding and compliance, alongside monitoring service delivery and client commitments. This role plays a crucial part in streamlining referrals and enhancing client interaction with investment solutions.

Key Responsibilities:

• Lead and mentor the Investment Specialist team for success

• Develop and conduct training on compliance and systems

• Manage client service delivery and portfolio rebalancing

• Monitor team performance against service level agreements

• Support sales targets and enhance Wealth Management offerings

Requirements:

• 3+ years in Wealth Management or Financial Advisory

• Completion of Canadian Securities Course (CSC)

• Knowledge of compliance in financial environments

• Strong leadership with coaching skills

• Advanced proficiency in business software applications

Drive client success and operational excellence in Wealth Management with Kootenay Savings Credit Union.
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