Wealth Strategies Team Lead

You’ll lead a team of Wealth professionals focused on securing the financial future of our members. This is a leadership role where you’ll combine coaching, sales leadership, and strategy to deliver an exceptional, consistent member experience in our compliance and administrative wealth functions.   What you’ll do Grow the Wealth portfolio by identifying opportunities, leveraging performance metrics, and expanding new member acquisition Oversee compliance function related to Wealth Strategies team, including direction supervision of mutual funds Compliance team members Oversee the administrative function related to supporting the Wealth Strategies team, including supervising Wealth Strategies Administration team members. Collaborates with peers across the regions in serving members through sharing information, providing expertise, and providing hands-on support to increase wallet share, grow the business, and to ensure a remarkable member experience.   What you’ll get The support to grow in your career and expand your knowledge, with ample opportunities to advance A competitive salary plus bonuses for your hard work A total rewards package including health and dental benefits, pension and health spending account Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance A referral bonus when you scout great talent and they’re hired to join our team A role with real impact helping members build financial confidence and security   What you’ve got Post-secondary diploma or degree in a related field, plus 5 years of related experience or an equivalent combination of education and experience Financial Planning Designation (CFP or PFP) or equivalent, as well as completion of a mutual funds course with maintenance of registration eligibility 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 sales outcomes