Join Vancity as the Team Leader for Wealth Solutions, where you’ll guide a team to provide exceptional financial advice and services in a hybrid setting. This role emphasizes socially responsible investing and member engagement.
You will lead and develop Wealth Solutions professionals, aligning sales strategies with Vancity's commitment to inclusion and social justice. Your focus on enhancing member experiences ensures that the team achieves sales and financial objectives while nurturing a culture of growth and performance. This is an exciting opportunity to collaborate with the Regional Manager and elevate team capabilities.
Key Responsibilities:
• Develop sales strategies for delivering financial advice
• Coach staff to improve financial planning knowledge
• Ensure adherence to service standards and delivery quality
• Assist in executing plans for financial objectives
• Handle escalated member issues and support resolutions
Requirements:
• Post-secondary de...