Financial Planning Team Manager

Position: Financial Planning Team Manager at Vancity
Join Vancity as a Team Manager in Wealth Solutions and lead a team dedicated to delivering exceptional financial planning and advice. This permanent position allows for hybrid working arrangements.

You will guide financial planners to enhance member experiences while driving business results. Collaborating with the Regional Manager, your leadership will focus on sustainable investment strategies and improving service delivery standards. Your experience and insights will be crucial in achieving Vancity's goals.

Key Responsibilities:

• Oversee the coaching of financial planning staff

• Implement effective sales and service strategies

• Ensure high service quality for members

• Assist in reaching financial goals

• Visit branches for team coaching sessions

Requirements:

• Post-secondary degree in business or finance

• 3-5 years in financial services roles

• Strong background in people leadership

• Effective communicator and collaborator

• Experience managing a financial advisory platform is advantageous

Lead with purpose and drive sustainable growth at Vancity, focusing on member-centric financial solutions.
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