Director, Planning & Advice - Partner - First West Credit Union

at  Aviso Wealth

JOB DESCRIPTION

We are currently seeking a Director, Planning & Advice to join our team within our Envision Financial region.
The Director, Planning & Advice provides leadership, direction and coaching to the Wealth Advisor & Wealth Planning Specialist teams in the regions emphasizing collaboration in order to ensure maximum sales and service delivery effectiveness across multiple client offers, and to drive growth in business results through the acquisition of new business and deepening of existing member relationships.

REQUIRED SKILLS, EXPERIENCE & QUALIFICATIONS

• Bachelor’s Degree in Business, Commerce or a related discipline required
• Canadian Securities License required
• Financial Planning Designation required (current and in good standing (PFP, CFP))
• 9 years of experience in the financial industry is required
• Expert knowledge of wealth (investment, securities, and personal insurance) products, services, and regulations required
• Advanced knowledge of legislation and regulations related to wealth management required
• Demonstrated leadership attributes and/or experience motivating and coaching a high performances sales team required
• Strong business development expertise and acute business acumen, with the ability to understand issues and responds appropriately to the diverse requirements of a rapidly growing organization
• Proven ability to develop and execute on strategic sales and service plans
• Proven skills in business development and achievement of sales goals and targets
• Excellent written and verbal communication skills with ability to interact effectively with a wide variety of people
• Demonstrated ability to adapt and work in ambiguity
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
• Proficient in computer software programs e.g. NaviPlan, Microsoft Office and banking software programs.
• Strong financial planning skills
• Excellent change management skills

ABOUT US

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.
Please know we appreciate your interest in us but only candidates selected for an interview will be contacted

Please refer the Job description for details