As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.

Manager, Wealth Delivery and Support

Aug 27, 2025

Location(s): Help Headquarters

Job Type: Full Time Regular

myWork Program: Hybrid

Starting Salary Range: $72,700.00 - $90,900.00

Background Screening Requirement:

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• Employment Verification
• References

Why This Role Matters

We’re looking for a strategic and people-focused leader to elevate our Wealth Management operations. As Manager, Wealth Delivery & Support, you’ll play a pivotal role in driving business growth by optimizing the operational backbone of our Financial Planner teams. Your leadership will ensure that support functions are scalable, efficient, and aligned with our mission to deliver exceptional member experiences.

This role is ideal for someone who thrives at the intersection of operations, leadership, and financial services and is passionate about building high-performing teams and seamless processes.

What You’ll Do

Lead and Develop a High-Performing Team

• Coach and mentor a team of Financial Associates to deliver member-centric service and operational excellence
• Foster strong relationships with Financial (MFDA) and Wealth Planners (IIROC) to ensure alignment and collaboration
• Drive engagement, retention, and skill development through structured coaching and performance management

Optimize Operations for Scale

• Design and implement scalable support processes that reduce administrative friction and boost productivity
• Collaborate with internal stakeholders to streamline workflows and adopt tools that enhance efficiency
• Build operating models and resource plans to support business growth and evolving member needs

Coordinate with Dealer Back-Office

• Serve as the key liaison with WorldSource Wealth Management and dealer back-office teams
• Oversee documentation, compliance submissions, account administration, and service escalations
• Resolve operational bottlenecks and align workflows with compliance standards and timelines

Enhance Member Experience

• Ensure consistent execution of calendar management, outreach, and follow-ups by Financial Associates
• Support business development, portfolio maintenance, and member retention through optimized processes
• Develop effective referral practices across investment, insurance, small business, and mortgage channels

Ensure Compliance and Risk Management

• Validate that all operational activities meet regulatory and internal compliance standards

• Lead audit readiness and data integrity initiatives

• Drive remediation efforts when operational gaps or risks are identified

What You Bring

• Post-secondary education in business, finance, operations, or a related field

• 7+ years of experience in financial services, including 2+ years in a leadership role

• Deep understanding of front-office and back-office operations in an investment dealer or financial planning environment

• Proven success in process improvement and operational scalability

• Familiarity with CRM systems, workflow automation, and dealer platforms (e.g., Dataphile, Univeris)

• Experience with financial planning software (e.g., Conquest Planning, PlanPlus, Navi Plan) is an asset

• Strong interpersonal, coaching, and change management skills

• Ability to lead with strategic foresight and execute day-to-day operations effectively

• Commitment to enhancing support functions in a fast-paced, growth-oriented environment

Ready to Lead the Future of Wealth Operations?
If you’re a strategic thinker with a passion for operational excellence and team development, we’d love to hear from you. Apply today and help us shape the future of member-focused financial planning.

Equity, Diversity & Inclusion at Coast Capital

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.

Why join Coast Capital Savings?

• Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
• Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
• A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
• Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
• Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
• Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
• Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
• Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
• An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
• We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
• Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.