Manager, Wealth Delivery and Support at Coast Capital Savings

Surrey, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

20 Dec, 25

Salary

90900.0

Posted On

21 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Coaching, Financial Services, Operations, Process Improvement, Compliance, Risk Management, Team Development, CRM Systems, Workflow Automation, Investment Dealer, Financial Planning, Interpersonal Skills, Change Management, Strategic Foresight, Member Experience

Industry

Financial Services

Description

Location(s): Help Headquarters Job Type: Full Time Regular myWork Program: Hybrid Starting Salary Range: $72,700.00 - $90,900.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Why This Role Matters We’re looking for a strategic and people-focused leader to elevate our Wealth Management operations. As Manager, Wealth Delivery & Support, you’ll play a pivotal role in driving business growth by optimizing the operational backbone of our Financial Planner teams. Your leadership will ensure that support functions are scalable, efficient, and aligned with our mission to deliver exceptional member experiences. This role is ideal for someone who thrives at the intersection of operations, leadership, and financial services and is passionate about building high-performing teams and seamless processes. What You’ll Do Lead and Develop a High-Performing Team Coach and mentor a team of Financial Associates to deliver member-centric service and operational excellence Foster strong relationships with Financial (MFDA) and Wealth Planners (IIROC) to ensure alignment and collaboration Drive engagement, retention, and skill development through structured coaching and performance management Optimize Operations for Scale Design and implement scalable support processes that reduce administrative friction and boost productivity Collaborate with internal stakeholders to streamline workflows and adopt tools that enhance efficiency Build operating models and resource plans to support business growth and evolving member needs Coordinate with Dealer Back-Office Serve as the key liaison with WorldSource Wealth Management and dealer back-office teams Oversee documentation, compliance submissions, account administration, and service escalations Resolve operational bottlenecks and align workflows with compliance standards and timelines Enhance Member Experience Ensure consistent execution of calendar management, outreach, and follow-ups by Financial Associates Support business development, portfolio maintenance, and member retention through optimized processes Develop effective referral practices across investment, insurance, small business, and mortgage channels Ensure Compliance and Risk Management Validate that all operational activities meet regulatory and internal compliance standards Lead audit readiness and data integrity initiatives Drive remediation efforts when operational gaps or risks are identified What You Bring Post-secondary education in business, finance, operations, or a related field 7+ years of experience in financial services, including 2+ years in a leadership role Deep understanding of front-office and back-office operations in an investment dealer or financial planning environment Proven success in process improvement and operational scalability Familiarity with CRM systems, workflow automation, and dealer platforms (e.g., Dataphile, Univeris) Experience with financial planning software (e.g., Conquest Planning, PlanPlus, Navi Plan) is an asset Strong interpersonal, coaching, and change management skills Ability to lead with strategic foresight and execute day-to-day operations effectively Commitment to enhancing support functions in a fast-paced, growth-oriented environment Ready to Lead the Future of Wealth Operations?If you’re a strategic thinker with a passion for operational excellence and team development, we’d love to hear from you. Apply today and help us shape the future of member-focused financial planning. Equity, Diversity & Inclusion at Coast Capital Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.

Responsibilities

Lead and develop a high-performing team while optimizing operations for scale. Ensure compliance and enhance member experience through effective coordination and support processes.