Regional Director, Wealth Planning

Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $7.5 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It’s our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people. 

You will be responsible for the operational leadership for your assigned region, wealth planning operations and administration in line with Prospera’s strategic plan. You will develop and execute strategies to build a highly engaged and collaborative team of Investment Advisors and Specialists. You will champion excellent member experience and tailored wealth planning solutions and contribute to generating sustainable profitability for Prospera Credit union. You will also support is role will also support the Vice President, Wealth Planning in all aspects of the credit union’s wealth planning practice; and provide input and recommendations for initiatives aimed to enhance member experience, revenues, and the compliance framework.

What You’ll Do

• Provide leadership, coaching and support to a team of investment specialists and advisors to deliver the vision, values, and commitments of Prospera Credit Union.
• Oversee the Wealth team's compensation programs and ensures that they are in alignment with the corporate strategy and attract and retain talent in the team.
• Support the VP, Wealth Planning with the execution of the wealth strategy and Annual Operating Plan, and manages vendor and supplier relationships, compliance, and platform management.
• Provide support to the VP, Wealth Planning in special projects, committees pertaining to wealth operations or organizational initiatives and provides strategic expertise.
• Develop and monitor proactive action plans to retain existing members/clients and develop new relationships with potential members/clients.
• Work closely with other business leaders to maintain and grow cross business referrals across Prospera.
• Promote a member-centric culture while managing the risk appetite of the organization.
• Execute the wealth planning strategy with a deeper understanding of our members and the market.

What You Bring

For our role, you will need the following skills and experience:

• 7- 10 years of expertise in the wealth industry; licensed in either IIROC or MFDA, compliance and financial planning and experience in reviewing budgets and key metrics.
• 2+ years of people leadership expertise having coached and managed teams successfully.
• Strong planning or investment advising expertise and insurance experience.
• Excellent experience in change management and adaptability and likes bringing new ideas.
• Exceptional relationship management and collaboration skills with a demonstrated ability to influence.
• Demonstrated communication skills including public speaking and facilitation ability.
• Prove ability to influence others with strong relationship management skills, including building and maintaining a range of effective internal and external business relationships and networks.
• Proven track record of delivering high-quality advice results, managing risk and meeting deadlines.
• Ambitious and self-motivated, and eager to take on new challenges.

Our Values

Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.

Empower and enable others: We give each other the space, trust, and tools to succeed.

Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.

Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.

Thrive as One Team: We collaborate because it strengthens us.

What’s in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.

Training and Support. We set our employees up for success with training and continued support and access to resources throughout employment.

Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.

Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Hybrid Opportunity! This role participates in our flexible work program. Our approach to flexibility is simple- Work from home, our corporate centre or a branch location based on the type of work you’re doing. Bottom line is we want your best work no matter what location you’re working from on any given day.

We offer you competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.

Our commitment to Diversity, Equity and Inclusion 

Diversity, equity and inclusion is part of everything we do, and we’re on a continuous journey to ensure every employee and members feels like they #BelongAtProspera.   If you require accommodation during any part of the recruitment process, please let us know.

Salary: $124,200.00 to $151,800.00 per annum (Actual salary offered will be determined based on education, experience, and internal equity).

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