Hybrid Wealth and Planning Manager

Elevate client satisfaction as Beem Credit Union's Wealth and Planning Manager, overseeing a team in the Lower Mainland, Fraser Valley, or Kelowna. This role combines leadership, compliance, and strategy execution for superior customer experiences.
The Manager, Wealth and Planning will lead wealth administrators and advisory support staff in delivering exemplary financial planning services. This position emphasizes mentoring, compliance adherence, and strategic development. You will focus on high-net-worth clientele and enhance team capabilities while ensuring alignment with corporate objectives.
Key Responsibilities:
• Mentor and motivate a team on best practices
• Ensure team compliance with AML and KYC regulations
• Drive the regional wealth management strategy
• Respond to member concerns effectively
• Foster collaboration with various stakeholders
Requirements:
• Bachelor’s degree in Finance or related field
• Minimum 5 years in financial services
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