Job Description

On target income (OTI) is composed of your base salary + commission/bonus structure. OTI is a forecast of your potential earnings for the role.Our client is Canada's first and largest First Nations-owned trust company, providing a wide range of financial services to Indigenous and non-Indigenous clients nationwide. Their services include deposit accounts, investment options, corporate and community lending, and trust management. With regional offices and advanced electronic services, they focus on empowering clients through culturally-informed financial solutions while contributing to the economic development of Indigenous communities.The Role: Manager, Financial Services (Westbank)The Manager, Financial Services will oversee retail lending, deposits, and overall service delivery for the Westbank branch in Kelowna, B.C.. This role involves strategic leadership, staff development, and operational oversight, with a focus on meeting the financial needs of clients while adhering to company policies and regulatory standards. The successful candidate will also actively engage with the community, participating in marketing initiatives and fostering relationships. Specifically, you will:

• Hire, lead, and develop a highly motivated and well-trained service team, ensuring alignment with service promises and standards.
• Identify client financial needs and recommend tailored financial solutions to clients alongside your team.
• Drive policy, procedure, and product development for financial services.
• Participate in marketing campaigns, community initiatives, and internal committees to promote organizational goals.

The Ideal Candidate

• 8+ years of experience in financial institutions, including administration and sales of deposit and lending products.
• 5 years of leadership experience, including supervision and performance management.
• Strong understanding of the selling and administration of deposit products including GICs, TFSA, RIF, RRSP.
• Experience selling consumer lending products, such as including personal mortgage, lines of credit, personal loans.
• A diploma or degree from a recognized post-secondary institution or equivalent.
• Strong preference will be given to candidates with personal or professional experience with Indigenous communities or populations.

What They Offer (based on experience level)

• Compensation: $75K - $110K salary + 10% bonus
• Paid time off: 4 - 6 weeks
• Benefits: Pension, education and professional development, travel

Interested candidates, please note: Our team checks for new applicants every day and while we would love to be able to engage with each of you personally, given the high volume of applicants we receive, we are only able to contact candidates who are best suited for this role.#LI-KT1Want to stay in the loop? We regularly share our open roles, tips for job seekers, and go-to-market-focused insights on our LinkedIn page. You can follow us .Job Perks

• Medical benefits

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