Manager, Wealth&Planning (Temporary 15 months), Burnaby

What this role is all about: The Manager, Wealth and Planning will lead and oversee a team of wealth administrators and advisory support staff. This role is responsible for advisory and client satisfaction, as well as supporting strategic initiatives aligned with the objectives of Beem Wealth and Planning. This is a 15‑month term position. It is open to a hybrid work arrangement in the Lower Mainland, Fraser Valley or Kelowna region of British Columbia.

People and Performance Leadership

Mentors and motivates a team of wealth administrators and advisory support 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.

Setting and tracking performance targets for administrators and advisory support staff.

Operations and Compliance

Ensures that all team activities are fully compliant with relevant regulations, standards, and company policies, including AML, KYC and other industry standards.

Ensure the team adoption of new technologies to enhance client interactions, reporting and portfolio management.

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 individuals and 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 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 identifies potential member experience issues and helps 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 environments, ideally gained in financial services, with an in-depth understanding of various asset classes (e.g., equities, fixed income, alternatives) and financial products like mutual funds, ETFs, derivatives, and structured products.

Proven expertise in portfolio and office administration.

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.

Your Total Rewards Annual salary range: $92,200– $115,200.

Pay is based on your skills, experience, and the value you bring.

Health&Wellness and Time away We support your well‑being with extended health and dental coverage, and mental health support. Enjoy vacation and personal days to recharge and take care of life outside of work.

Financial well‑being You’ll have access to Beem member perks, including free banking and other exclusive member benefits.

Our Values

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.

Equal Employment Opportunity 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. All applications are reviewed by a member of our team.

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.

#J-18808-Ljbffr