Job Details

Description

• Posting Deadline : Please submit your application by 11 : 59 PM PST, December 6, 2024

Position Type : Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity in our Private Wealth division. Reporting to the Vice President Private Wealth, the Assistant Manager, Private Wealth is responsible to manage the overall administrative support function of the client services team while leading, coaching and developing a team of representatives. The ideal candidate will have a strong focus on coaching and mentoring direct reports to build upon and develop new and existing client relationships within the Private Wealth division. If this opportunity sounds like it would be a fit with your experience, education, and career vision, then we want to hear from you!

What’s the role?

As Assistant Manager, Private Wealth , you are responsible to manage the overall administrative support function of the client services team while leading, coaching and developing a team of representatives. A strong focus for this position is to coach and mentor direct reports to build upon and develop new and existing client relationships through established practice management procedures. The Assistant Manager, Private Wealth , is also responsible for managing and directing the department functions within established policies and procedures and is accountable for growth by developing a strong team to support services ensuring a high level of operational effectiveness. Works closely in collaboration with the Manger, Credit Union Wealth to ensure consistent operational excellence across all wealth teams.

What are we looking for?

Ideally, you are a flexible, collaborative team player with :

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are :

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work / life balance, a substantial extended benefits package, an impressive 11.50% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success!

Career Band Range (Annual Salary) - $67,883.00 to $90,173.00

The posted salary range is designed to reflect a broad career band, encompassing a variety of roles within our organization and serves as a general guideline. Your final compensation will be tailored to your unique skills, experience, and the responsibilities of the role.

If this role resonates with your passion and skills, we would love to hear from you!

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