Senior Manager - Libro Wealth Management

at  Libro Credit Union

WHO WE ARE

Imagine working for an organization where every employee and customer is an Owner.
No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.
Libro is a progressive employer who invests heavily in the development and career ambitions of our staff. Our hiring philosophy is focused finding candidates who carry a positive attitude, a desire to learn, and a passion for helping our staff and Owners (customers) grow financial confidence. We commit to teaching and supporting you as you learn the skills you need.

The Epic Human we are looking for will;

• Drive a strong service experience, effectively increasing Owner engagement, satisfaction & loyalty through building relationships and utilizing excellent interpersonal and communication skills, generating referrals from both internal and external partners.
• Provide coaching and support exclusively to Advisors with a portfolio of higher net-worth Owners; lead a growing team of 10-12 Advisors and Support professionals.
• Complete trust and estate planning (including developing relationships with community partners e.g., lawyers, accountants, etc.)
• Lead and provide feedback of corporate/farm/family tax planning and succession issues expected to properly identify and outsource referrals.
• Act as a Wealth Management and financial planning subject matter expert and Coach.
• Enhance inter-segment cooperation working directly with Regional Managers in Business Banking, Community Banking, etc., to identify increased sales and referral opportunities, improved service, etc.
• Have well-developed analytical, organizational, and problem-solving skills with a demonstrated ability to prioritize and handle Owner issues and concerns.
• Have the demonstrated ability to recognize and comment on addressing changing industry trends, market conditions, etc.
• Complete and verify all required regulatory documentation (e.g., KYC, KYP, NAAF, notes to file, etc.)
• Work with Vice President Wealth to develop target goals that are clearly defined, measurable, achievable, and aligned to business unit and strategic priorities for Libro.
• Provide support, feedback, and recommendations to the VP Wealth, Advice & Service Delivery team, and other segments on an ad hoc basis.
• Demonstrate a professional image that supports and reflects the “Be Libro” statements, Libro Attributes and promotes the culture and brand identity of the organization.

Could this be you? Are you ready to Be Libro? Do you have?

• A passion for growing prosperity in Southwestern Ontario by transforming banking through developing others and inspiring financial happiness?
• Are you an Epic Human; joyful in your work, passionately accountable, a bold explorer and mutually inclusive?
• A College diploma, or University degree; a focus on business/finance considered beneficial
• 7+ years relevant industry experience, with at least 5 years in an Advisory capacity, ideally with experience with both Investment and Insurance solutions relevant to Wealth Management principles
• The ability to be registered immediately with CIRO as a “Registered Representative”
• Your CFP® designation
• Other relevant industry designations (e.g., CFA, TEP, CLU, etc.) considered beneficial

How we bring Joyful in our work:

• Competitive salaries and employee pension plans
• Comprehensive benefit package, with all premiums paid for by Libro!
• Generous vacation time
• Employee wellness programs
• Staff accounts and staff rates on products and services
• Staff appreciation programs and awards
• Career development opportunities including tuition assistance
• Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team!