Manager, Wealth & Planning

About Beem:

Beem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are combining our strengths to better serve our members. As of January 1, 2025, Beem will be one of BC’s largest provincially regulated credit unions, supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at www.beemcreditunion.ca.

What this role is all about:

Reporting to the Director, Wealth and Planning, the Manager, Wealth and Planning will lead and oversee a team of wealth advisors, Portfolio Managers and financial professionals. This role is responsible for driving revenue growth, client satisfaction, and strategic initiatives aligned with the firm’s wealth management objectives.

This role is open to hybrid working arrangements within British Columbia. While we welcome all applications, we anticipate filling this role with a candidate located in the Thompson/Okanagan region of BC.

What you’ll do:

People and Performance Leadership

• Mentors and motivates a team of wealth advisors, portfolio managers and other staff, including guiding them on best practices, client relationship management, and compliance.
• Provides ongoing training and development opportunities, ensuring the team members stay current on industry trends, regulatory updates, and product knowledge.
• Regularly assess team performance and address any skill gaps or performance issues
• Provide guidance and expertise in complex financial planning and investment solutions for high-net-worth clients
• Implement strategies to attract high-net-worth clients and retain existing ones, enhancing client satisfaction and loyalty
• Set and meet regional revenue and profitability goals through effective sales strategies and relationship management
• Ensure the team meets or exceeds revenue goals, often through fee-based services, portfolio management, product sales, and high-quality client management
• Identify new business opportunities, expand client relationships, and increase the region’s portfolio size. This includes setting and tracking performance targets for advisors and other team members.

Operations and Compliance

• Ensures that all team activities are fully compliant with relevant regulations, standards, and company policies. This includes anti-money laundering (AML), “Know your client” (KYC) requirements and other industry standards
• Ensure the team adoption of new technologies to enhance client interactions, reporting and portfolio management is successful
• Ensures that all sales and service-related processes, procedures and protocols are well documented and communicated
• Track and report on key performance indicators (KPIs) and financial metrics to ensure alignment with corporate objectives for individual team

Strategy Development and Planning

• Execute the regional wealth management strategy in alignment with broader corporate objectives.
• Leads and directs local business development strategies to grow our business, capture market share and broaden awareness of Beem Wealth and Planning
• Acts as a key line of business contact for a wide range of corporate projects, initiatives and committees
• Ensures effective member referral pipelines to other lines of business in order to fully optimize member value and deepen relationships

Member Experience and Loyalty

• Provides direction, implements and audits member experience practices, protocols and standards of the reporting teams
• Responds to member concerns, complaints, issues
• Proactively identify potential member experience issues and help ensure timely implementation of solutions

What you'll bring:

• Bachelor’s degree in finance, Economics, Business Administration, or related field or equivalent experience;
• Minimum 5 years’ experience in related experience, ideally gained in financial services environment, with an in-depth understanding of various asset classes (eg equities, fixed income, alternatives) and financial products like mutual funds, ETFs, derivatives, and structured products
• Proven expertise in portfolio construction, asset allocation, and risk management strategies, with a track record of aligning investment strategies to clients’ financial goals and risk tolerance.
• Strong knowledge of financial statements and the implications of decision-making at the enterprise level related to portfolio management.
• Demonstrated ability to build relationships through fostering trust and collaboration.
• A commitment to innovation driven by curiosity, with a proactive approach to exploring new ideas and solutions.
• Ability to lead through volatile, uncertain, complex, and ambiguous (VUCA) situations, effectively managing conflicts and business crises.
• Proven ability to attract, select, develop, and engage effective talent, supporting the organization’s succession planning.
• Strong commitment to delivering member-centric outcomes through all business activities.
• Demonstrated ability to co-create solutions with various stakeholders to achieve business objectives.

What you’ll gain:

• The salary range for this position is $92,200 - $115,200
• Extended health care, dental coverage, and disability coverage
• Favorable vacation benefits - paid time off to recharge!
• Special banking perks - including mortgage and lending products

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
Own It: You are ready to take charge, drive change, and deliver outstanding results.
Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
Driven by Curiosity: You are eager to explore, learn, and shape the future.

Ready to join?

Visit us at www.beemcreditunion.ca to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates.

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.