Valley First, a division of First West Credit Union
Regional Manager - Financial Planning & Advice
Job Description
Become the Regional Manager for Financial Planning & Advice at Tru Cooperative Bank. Drive success through leadership, coaching, and enhancing member financial outcomes.
In this pivotal role, you will lead a team of financial planners, focusing on portfolio growth and regulatory compliance. Your strategic insights will cultivate relationships and a consistent service culture while achieving overarching business goals. This position requires extensive experience in financial planning leadership.
Key Responsibilities: • Directly lead and engage the financial planning team • Formulate and implement the annual business plan • Strengthen internal partnerships for effective planning • Enforce robust risk management protocols • Monitor divisional performance metrics and growth
Requirements: • Bachelor's Degree in Business, Commerce or similar • Must possess Financial Planning Designation • Requires 6–7 years of financial industry experience • Leadership experience i...
In this pivotal role, you will lead a team of financial planners, focusing on portfolio growth and regulatory compliance. Your strategic insights will cultivate relationships and a consistent service culture while achieving overarching business goals. This position requires extensive experience in financial planning leadership.
Key Responsibilities: • Directly lead and engage the financial planning team • Formulate and implement the annual business plan • Strengthen internal partnerships for effective planning • Enforce robust risk management protocols • Monitor divisional performance metrics and growth
Requirements: • Bachelor's Degree in Business, Commerce or similar • Must possess Financial Planning Designation • Requires 6–7 years of financial industry experience • Leadership experience i...
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