Regional Manager - Financial Planning & Advice
Valley First, a division of First West Credit Union • kelowna, Canada
Role Description
Become the Regional Manager for Financial Planning & Advice at Tru Cooperative Bank. Drive success through leadership, coaching, and enhancing member financial outcomes.
In this pivotal role, you will lead a team of financial planners, focusing on portfolio growth and regulatory compliance. Your strategic insights will cultivate relationships and a consistent service culture while achieving overarching business goals. This position requires extensive experience in financial planning leadership.
Key Responsibilities:
• Directly lead and engage the financial planning team
• Formulate and implement the annual business plan
• Strengthen internal partnerships for effective planning
• Enforce robust risk management protocols
• Monitor divisional performance metrics and growth
Requirements:
• Bachelor's Degree in Business, Commerce or similar
• Must possess Financial Planning Designation
• Requires 6–7 years of financial industry experience
• Leadership exp...
In this pivotal role, you will lead a team of financial planners, focusing on portfolio growth and regulatory compliance. Your strategic insights will cultivate relationships and a consistent service culture while achieving overarching business goals. This position requires extensive experience in financial planning leadership.
Key Responsibilities:
• Directly lead and engage the financial planning team
• Formulate and implement the annual business plan
• Strengthen internal partnerships for effective planning
• Enforce robust risk management protocols
• Monitor divisional performance metrics and growth
Requirements:
• Bachelor's Degree in Business, Commerce or similar
• Must possess Financial Planning Designation
• Requires 6–7 years of financial industry experience
• Leadership exp...