Job Description
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 ex...