Manager, Private Wealth Group - Nanaimo, Canada - Coastal Community Private Wealth Group

Coastal Community Private Wealth Group

Verified Company

Nanaimo, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Position Type:
Permanent

Together, Let's Do Great Things

We are the largest financial institution based on Vancouver Island and the Gulf Islands, and we've got an opportunity for you.

We are looking for a Manager, Private Wealth Group to lead our Financial Consultant team; so if you are looking to advance your career, and are passionate about coaching, investments and business development, we want to hear from you

What's the role?

As
Manager, Private Wealth Group you provide leadership, direction, and coaching to the in-branch Financial Consultant IIROC team, supporting functions to cultivate opportunities and increase business portfolios.

A leader in sales and marketing, you support the overall image for PWG by establishing clear goals and objectives for the Financial Consultant team members.

You ensure maximum integration, and sales and service delivery effectiveness across multiple member offers to drive growth in business results through the deepening of member relationships.

Through effective networking, you endorse Coastal Community through active participation in the community to develop strong internal and external networks and referral sources.

An active part of the Wealth management leadership team, as
Manager, Private Wealth Group, you also provide leadership to enhance the member experience by embedding the sales and service management methodology to all the employees within the team, ensuring the member is introduced to the right offer and/or partner for their needs.

This role is based on Vancouver Island with travel required to all Coastal Community locations. Offers flexibility to work in the office and remotely.

What are we looking for?

Successful completion of a Bachelor's Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 4 years of fulltime study or equivalent.
Eight (8) or more years' experience in the financial services industry.
Minimum six (6) years' experience as an Investment Advisor or equivalent role.
Actively hold the Certified Financial Planner (CFP) designation.
Hold an IIROC license as a Registered Representative in the Province of BC.

Ideally, you are a flexible, collaborative team player with:

Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
Ability to work with a wide variety of business partners to achieve success within the marketplace.

If you're an approachable problem solver who embraces self-development and life-long learning, you'll be a great fit with us.

What we offer you:

Competitive salary
Variable compensation bonus
Annual Incentive eligibility
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island.

We're proud of the legacy we've built and the things that make us who we are:

We're 100% memberowned, with all decisions made locally—right here on Vancouver Island.
We're a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you'll work hard, but have a lot of fun along the way.

We offer a generous compensation package and a great work/life balance because we want you to spend your career here.

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