Join Vancity as a Team Manager for the Wealth Advice Team, focusing on financial planning excellence and member engagement. Drive your team's success and improve financial outcomes through effective coaching.
In this leadership role, you will develop a team of Wealth Planners who provide personalized financial advice via virtual and phone services. Your mission is to cultivate a supportive atmosphere that prioritizes exceptional member experiences and robust team dynamics. Lead remote coaching sessions to elevate planning quality and team accountability.
Key Responsibilities:
• Lead coaching and development for high-performing Wealth Planners
• Build team engagement in a virtual work environment
• Ensure compliance with financial planning regulations
• Champion initiatives for continuous improvement in service
• Foster collaboration across teams and branches
Requirements:
• 5-7 years experience in financial planning
• 2+ years in a leadership role
• Solid grasp of investment and cash flow strategies
• Advanced financial certifications preferred
• Proven ability to enhance team culture remotely
As a Team Manager, deliver exceptional coaching in wealth planning and contribute to Vancity's mission of financial resilience.
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📌 Team Manager for Wealth Planners at Vancity (British Columbia)
🏢 Vancity
📍 British Columbia
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