Manager, Wealth Strategies

What you’ll do Oversees practice management, sales coaching and serve as a sales development resource to the Wealth Specialist and/or Investment Specialist roles to deliver remarkable member experience, drive sales, grow the portfolio, and deepen member relationships. Leads a team responsible for the growth of the organizational Wealth portfolio including new member growth, by utilizing metrics, performance indicators and Wealth business practice standards.  Demonstrates an advanced understanding of financial planning concepts and coach leaders to the use of wealth planning software and the creation of financial plans. Supports implementation of Wealth Strategies through market segmentation approaches and product decisions; provides leadership and guidance to translate strategic priorities into actionable plans. Collaborates across channels and org units, ensuring seamless integration and flow of work between Wealth teams, Contact Centre, Advice Centres, and Business Advisory to add value to members.   What you’ll get The support to grow in your career with opportunities to advance A competitive salary and total rewards package including health and dental benefits, pension and health spending account Vacation time, personal days off and a paid volunteer day so you can maintain a healthy life/work balance A referral bonus when you scout great talent and they’re hired to join our team   What you’ve got Post-secondary diploma or degree in a related field, plus 7 years of related experience or an equivalent combination of education and experience Advanced understanding of Affinity Credit Union’s business objectives and divisional business operations Advanced knowledge of financial planning, wealth strategies, investment solutions, advice centre operations, and financial products and services Industry leading sales ability in growing a book, achieving targets, making referrals, and building a pipeline using a member centric approach Ability to lead, engage, and coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable to achieve member centric outcomes