Hybrid Wealth Planning Manager Role

Be part of Beem Wealth and Planning as a Hybrid Manager, overseeing a skilled team tasked with enhancing client satisfaction and strategic compliance. Your leadership will make a measurable impact on advisory practices.

This 15-month term role focuses on managing a diverse team of wealth administrators, ensuring they are equipped with current knowledge in financial products and regulatory requirements. You will implement strategies for business development and foster client loyalty while tracking performance against organizational goals in the Lower Mainland, Fraser Valley, or Kelowna area.

Key Responsibilities:
• Lead team training and compliance initiatives
• Drive business growth through effective strategies
• Monitor performance targets and reporting standards
• Develop member experience practices and resolve issues
• Implement technology solutions for better client interactions

Requirements:
• Bachelor’s de...