Manager, Financial Services

Manager, Financial Services

If you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the General Manager, the MFS will oversee branch operations to ensure growth, profitability, service and operational excellence. In this critical role, you will also provide mentorship, sales coaching and development for a team of financial professionals and deliver world class client service in one of our unique Financial Spas™.

BlueShore Financial is a division of Beem Credit Union. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.

Employee Type: Full Time

Schedule: Tuesday - Saturday

Job Category: Client Service and Sales

Location: Undetermined North Shore Branch

Key responsibilities of this role are:

• Manages direct reports (front line up up to mutual fund licensed representatives) including: recruitment, retention, development of goals, ongoing performance management, and salary changes.
• Proactively coaches (through group and one-on-one sessions) and develops employees to assist them in achieving career success and growth.
• Provides development opportunities for staff through various sources including branch learning sessions, internal and external training, and education courses. Ensures each employee has a learning plan in place.
• Oversees a variety of branch operation and security activities including: conducting surprise cash counts, reporting deficiencies, addressing audit issues, monitoring safety, watching for possible money laundering activities, and maintaining security of premises including branch, ATM and night deposit areas.
• Liaises directly with functional areas such as Risk & Compliance, Marketing, Credit, Finance and Human Resources as needed
• Maintains a thorough knowledge of BlueShore Financial's products, services, policies and procedures as it pertains to client service operations.
• Ensures compliance with audit and security standards, policies and procedures. Keeps informed of changes to the same and apprises staff.
• Assists employees with overrides, approvals and general assistance as required.
• Ensures adequate staff coverage to meet business requirements. Manages vacation and other time off requests; approves timesheets. Coordinates breaks, lunches, training sessions, and team meetings of direct reports to ensure the BlueShore client experience.
• Resolves member issues or complaints.
• Ability to act as Branch Compliance Officer.

Qualifications and Experience

• Four to six years of progressive experience in the financial services industry
• Supervisory or management experience an asset
• Mutual Funds Course (IFIC, CSC and/or BCO) an asset
• Enrollment in Financial Planning Program an asset
• Solid knowledge of lending practices and procedures
• Branch Compliance Officer an asset

Pay Transparency

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target range of this role is $70,300 - $82,600 per year, plus a variable performance bonus. Employment offers are determined by knowledge, experience and internal equity.

What BlueShore Financial can provide you:

• 4 weeks of paid vacation to start, plus paid personal and wellness days
• Work that is critical and impactful to the entire organization
• Experience that will provide professional growth and development
• Continuing education assistance
• Comprehensive Total Rewards Program including bonuses, pension, flexible benefits, and employee assistance program
• Banking benefits including chequing and savings accounts, lines of credit, e-bike or bike loans, and supportive mortgage rates
• Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits)
• Gender-neutral washrooms

What BlueShore Financial needs from you:

• Recognize the strength that diversity, equity and inclusion brings
• Forge relationships with colleagues for strong collaboration
• Provide a premium level of service to all clients, internal and external
• Communicate effectively and professionally
• Exhibit a growth mind-set
• Strive for continuous learning
• Be a proactive thinker and problem solver
• Demonstrate digital excellence
• Be accountable for the risk responsibilities in your area

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas™, you'll know you've arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you've experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. We've been entered into Waterstone Human Capital's "Hall of Fame" as one of "Canada's Most Admired Corporate Cultures".

BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.

We respectfully acknowledge that our services are provided on the unceded territories of the Lil'wat7ul (LíỈwat), xʷməθkʷəỷəm (Musqueam), Sḵwx̱wú7mesh (Squamish) and SəỈílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.

#LI-DNI