Team Manager, Wealth Solutions

Position: Team Manager, Wealth Solutions )
Your Role in Supporting Our Members  As a Team Manager, Wealth Solutions, you will play a key leadership role by coaching and supporting a team of financial planning professionals to deliver high-quality, values-driven financial advice, including socially responsible investing options.
How You’ll Make an Impact   Supporting and executing sales strategies and tools that enable delivery of quality investment and financial advice incorporating sustainable solutions
Building business and financial planning acumen of Sustainable Wealth Management staff to elevate the member experience
Delivering targeted sales, net earnings, and referral objectives for the wealth solutions business line
Monitoring and managing service delivery, problem resolution, and adherence to service standards for member financial planning needs
Assisting the Regional Manager with developing and executing plans to achieve Sustainable Wealth Management financial objectives
Building the capability of direct reports through coaching, performance development, and agile leadership
Providing guidance and support for complaint resolution and handling escalated member issues
Traveling between assigned branches to meet, coach, and support planners

What You’ll Bring to the Team   Post-secondary degree in business administration or a related field
Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation
35 years of financial industry experience in areas such as investment banking, financial advisory, life insurance, wealth management, retail lending, or retail banking
Demonstrated people-leadership experience including coaching, performance management, and team development
Strong communication and relationship-building skills to support cross-functional collaboration
Proven ability to analyze complex challenges, make sound decisions, and implement innovative business solutions
Extra Skills That Set You Apart   Experience managing an IIROC or MFDA platform
Previous leadership experience in a multi-branch or distributed advisory environment
Additional training or certification in coaching or adult education
What You’ll Earn  

This role offers a salary range of $86,400 to $106,680 per annum. The base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.
Why You’ll Love Working Here  A career at Vancity is more than just a job—you’re joining a tradition of change-makers who are creating lasting change for our communities.
Living Wage

Employer:

We are the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
Customizable Benefits:
Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
Generous Vacation:
New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
Extra Stat Holidays:
In addition to BC’s 11 statutory holidays, we offer 2 extra days, 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, recognizing that retirement looks different for everyone.
Talent Programs:
Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans, providing access to career development opportunities, prioritized job screening, and feedback.
We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don’t perfectly align with those listed.
This full-time, permanent role is based at assigned branches within Vancouver and surrounding areas, including the North Shore, Squamish, and Victoria. It offers hybrid working arrangements primarily from a Lower Mainland home office with periodic in-person events or activities and travel between assigned branches to meet, coach, and support planners.
Vancity is committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand, and respond to our community needs and deliver on our member experience.

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