Wealth Management Team Leader Burnaby

Join Beem Credit Union as a Wealth Management Team Leader, focusing on advisory services and team mentorship. This hybrid role is based in the Lower Mainland, Fraser Valley, or Kelowna and emphasizes client satisfaction. As the Manager, Wealth and Planning, you'll oversee wealth administrators while implementing strategic business development initiatives.

Your efforts will target high-net-worth clients, enhancing team training and compliance with industry regulations. You will measure performance and develop member experience strategies to foster loyalty.

Key Responsibilities

• Lead training and development for team members
• Ensure regulatory compliance in all activities
• Execute effective business development plans
• Track KPIs and report on financial metrics
• Proactively address member experience issues

Requirements

• Bachelor’s degree in Finance, Business Administration, or equivalent
• A...