Regional Manager Wealth Management Services, AC

Location(s): Help Headquarters
Job Type: Full Time
myWork Options: In-person, Hybrid
Starting Salary Range: $106,800-$130,000
Background Screening Requirement:

Enhanced Criminal Record Check

Credit Check

Employment Verification

References

What's the job

The Regional Manager, Wealth Management, Advice Centre directly supports the Director Retail & Wealth, Advice Centre in effectively leading an accredited sales force within Advice Centre, while achieving financial objectives. Success is achieved through demonstration of an integrated business/leadership process to deliver one integrated member experience. Success will be measured through the effective execution against CCS wealth strategies and business plans, achieving investment, outbound wealth, outbound banking and insurance objectives and, living the Employee Promises. Demonstrating a high level of business acumen the RM will lead by example and work with his/her team to create an environment where the team is focused on providing a high standard of service while achieving sales, growth and profitability in all business areas. As the Contact Centre operates on a six-day shift, 12 hours per day, flexibility to work shifts of varying hours is mandatory.

What You'll Get To Do:

Works Collaboratively with Director, Advice Centre, the Directors of both Retail Banking and of Wealth Management, other Regional Managers and other leaders within the Advice Centre to implement action plans that influence positive results.

Actively and consistently coaches direct reports to build the investment, outbound wealth, outbound banking and insurance operations and enhance productivity and results

Manage a workforce within a dynamic Advice Centre environment, ensuring achievement of operational efficiency goals, call handling times, shift coverages for hours of operation, and other key Advice Centre deliverables.

Works collaboratively with the Director, Retail and Wealth, Advice Centre to execute the wealth management strategies and grow the overall business

In partnership with the Director Wealth Strategic Initiatives & Partnerships, leverage the skills and expertise of various product suppliers and/or other external vendors to ensure delivery of Simple Financial Help and the CCS branded customer/advisor experience

Executes against the Advice Centre and Wealth strategy and operational plan providing input and subject matter expertise where applicable

Creates an environment which fosters exceptional sales and service culture, supports collaborative behaviors while capitalizing on individual's expertise

Responsible for performance management, goal setting, career counseling, onboarding and training, development, recruiting, creating a recruiting pipeline - both internally and externally, promotions, salary recommendations, and transfers. In partnership with other management, both Retail and Contact Centre, influences the referral proficiency of the retail team within the Help Leadership System.

Demonstrates active and engaged sales coaching to sustain sales growth, effective business practices, and professional behaviors to meet and exceed member expectations and business objectives

Demonstrates understanding of the competitive landscape, industry trends, products and activities in the trade area, nationally and internationally. Applies business and industry understanding to leadership practices by keeping the team up to date and informed

Develop a collaborative partnership by ensuring that the Advice Centre Director and Manager are aware of, and involved in the operation and performance of the AC Investment team.

In collaboration with Organizational Learning and other partners uses expertise to develop and support training initiatives as necessary.

Effectively manages controllable expenses

Ensures adherence to all regulatory, operational and HR policies and procedures. In partnership with compliance, branch partners, and dealer administration minimize risk of loss through disciplined reviews of business activity at the individual portfolio level

Documented execution of the required supervision and oversight activities, such as Investment trade reviews, review of CRM customer notes, trade loss reports etc.

Works collaboratively with the Director, Wealth Management & Strategic Initiatives and other Regional Manager, Investments to execute the wealth management strategies and grow the overall business.

Ensures each direct report implements enterprise contact management strategy and tracking properly and effectively to ensure sufficient sales and follow up activities are in place for successful achievement of financial goals

Adheres to requirements for Personal Guides, Investment Portfolio selector, appointment volumes, outbound calling routines and initiatives, life insurance needs analysis etc.

Reviews weekly and monthly reports (sales and compliance) and provides coaching on sales, financial advice, operational controls and opportunity management - member need identification, provision of advice, and packaging of solutions, asking for and closing the sale, monitoring and follow-up.

Who we're looking for:

Minimum of seven years successful sales related experience in progressively senior positions within the financial industry.

Minimum of 3 - 5 years managing and mentoring staff in a team environment.

A broad knowledge of all aspects of retail banking and Investments is needed.

A dedicated commitment to sales is imperative.

Experience within an Advice Centre (Contact Centre) is an asset

The incumbent must be results-oriented, flexible and have excellent communication, interpersonal and negotiation skills.

Completion of post secondary education, preferably a University Degree in a related discipline is preferred.

Alternatively, varying combinations of education and experience will be considered.

The following industry courses are an asset:

Certified Financial Planner

Canadian Securities Course

Level II Life Insurance License/LLQP

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.

We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact accessibility@coastcapitalsavings.com or call 778-391-5836. We will work with you to meet your needs.


Why join Coast Capital Savings?

Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.

Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.

A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.

Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.

Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.

Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.

Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.

Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year.

An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.

We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.

Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.