Manager, Wealth Services

Manager, Wealth Services

Permanent Full-Time

Open to any Innovation Advice Centre Location

Closes January 30

Annual Salary: $96,429 - $132,590

Innovation Wealth has a bold ambition. We will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenets of the digital business model, like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians -that's our purpose.

How does this position help fulfill Innovation's purpose? Glad you asked!

Reporting to the Chief Wealth Officer, the Manager Wealth Services will be responsible for leading and directing a team of Wealth representatives while implementing a growth strategy designed around traditional means combined with a digital business development focus. Building a world class member experience, enhancing client relationships, managing the financial counseling process, and enhancing the integration of these services with the credit union are also core to this role.

WIIFY (what's in it for you):

• Competitive Salary
• Diverse and Inclusive Culture that continues to evolve
• Flexible work arrangement options
• Strong benefit package
• 7% Superannuation matched contribution program
• Attractive variable incentive program
• Wellness Days to create appropriatework/life balance
• Paid Education opportunities to ensure our members have the most equipped staff to help them
• A purpose-driven organization that focuses on the values ofAccountability, Integrity and Respect
• And lots more reasons tolovewhere you work and what you do!

What our team is looking for:

• Agrowth mindsetthat emulatesModel, Coach and Carebehaviours in every activity and approach
• A solution mindset that feedsinertia
• Anambassador willing to promote our team inside and outside the organization.
• Somebody who isdigitally capable and wants to dig into new technology with enthusiasm!
• Somebody who can work with occasional ambiguity with a focus onprocess evolution.
• A mindset ofSolve, Serve, Sell- a problem solver, serving our members directly or indirectly, and selling our brand!
• Somebody tosweat the small stuff,but alsosee the big picture.
• Personality and Energy - aflairfor polish, and you bring your personal, creative touch to everything you do!

What will you do?

• Support strategic initiatives including the development and execution of projects by working closely with wealth leadership and team members.
• Implement business development strategies to retain and expand existing member relationships, identify member needs, and pursue new sources of business.
• Develop sales targets and business development plans to achieve sales targets each year.
• Meet regularly with the wealth management sales team to coach and review sales goals and practice management results.
• Cultivate and endorse effective integration between wealth management employees and the credit union towards knowledge sharing and building a successful referral network.
• Support Innovation Wealth's process and project development and management, change management, and agile disciplines/methodology.
• Share technical or specialized knowledge with other team members and other functional areas through effective communication and collaboration.

Some things that would impress us:

• Completion of a post-secondary program in Business, Commerce, Finance/Economics and completion of a financial designation, and/or equivalent combination of education and experience
• 5+ years' leadership experience unique to wealth management
• Wealth sales background with MFDA or IIROC certification is an asset
• Proven leadership, communication and collaboration skills with the ability to build relationships
• Proven strategic thinker, proven sales and service skills
• Excellent planning, organizational and time management skills
• Competency in Microsoft Office 365

Interested?

Click the 'Apply now' button!

Innovation Wealth, part of Innovation Federal Credit Union, acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.