
Joe Reid
I am a passionate and collaborative leader who believes that you can have both a growth mindset as... | Vancouver, Vancouver, Canada
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Joe Reid’s Emails jo****@va****.com
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Joe Reid’s Location Vancouver, Vancouver, Canada
Joe Reid’s Expertise I am a passionate and collaborative leader who believes that you can have both a growth mindset as well as lead from a place of empathy. Leadership is not about power or influencing from a hierarchical or top down approach. Instead when you focus on building an engaged team and enable them to bring their whole self into their work, it becomes one of the fastest and most effective ways to influence change. Leaders must understand the lived and learned experiences of their teams, and rather than focusing on a cookie cutter approach to development, I look to help my team members grow by leaning into their strengths. As a cis gendered white male, I recognize the need to understand and acknowledge both my privilege as well the responsibility that privilege affords me. To do so I commit to not only taking a DEI lens on all decisions, but actively looking to break down the systemic nature of the barriers that have been created in all facets of my team, our processes and our outcomes. I focus on creating an environment where members of the team can feel safe to raise the dissenting voice so that we do not fall into a group think mentality. I encourage the team to not only ask why but to ask why not when looking at a problem. As well as giving them the freedom to look at how a problem can be resolved in a non traditional way. I am self aware and know my limitations, so I want a leadership team where we complement each other’s skills and styles rather than try and replicate them. This means we focus less on whose role it is to do something and more on who is the best leader to take the lead on a given task based upon experience or aptitude. I ask all my leaders to focus on the end customer need and centre all development around what will make a product or service easier and more personalized to the customer. It does not matter how good a product or service is unless the customer sees it as adding value to their overall experience. So getting customer input/feedback early is key, as is being flexible enough to recognize when we have gotten it wrong and being ok to change focus without fear of failure. I have been in Wealth Management industry for 28 years. The industry has always been in a state of change, yet it needs to evolve. Technology allows us to do more but the risk is the commoditization of the industry instead we must focus on personalized client experiences where an individual’s core values are reflected in the organization they work with and where they invest their money.
Joe Reid’s Current Industry Vancity
Joe
Reid’s Prior Industry
Edward Jones
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Rbc Wealth Management
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Scotia Private Client
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Vancity
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Work Experience

Vancity
Vice President Wealth Management and Impact Investing
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Vancity
Director Wealth Advisory Services
Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Vancity
Senior Manager Investment Advisory Services
Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Vancity
Regional Manager Investment Solutions
Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Rbc Wealth Management
Financial Planner
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Scotia Private Client
Financial Consultant
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Rbc Wealth Management
Financial Planner
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Edward Jones
Investment Advisor
Wed Jul 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Dec 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)