Apply on Kit Job: kitjob.ca/job/2g95m3

Join as a Team Leader in Wealth Management, driving team-oriented financial planning and cultivating exceptional member experiences. Engage with a passionate team while benefiting from a hybrid work arrangement.
This leadership position emphasizes coaching professionals in delivering socially responsible financial advice and managing growth in Sustainable Wealth Management. You will partner with the Regional Manager to advance critical business objectives and develop your team’s financial planning acumen. Focus on delivering a cohesive member experience and achieving strategic goals.
Key Responsibilities:
• Develop and implement sales strategies for financial advice
• Support coaching and performance development for staff
• Ensure adherence to service standards and delivery




• Assist in managing financial objectives with the Regional Manager
• Travel to branches to provide team support
Requirements:
• Degree in business administration or equivalent
• PFP or CFP designation is required
• 3–5 years of relevant financial industry experience
• Leadership experience in team development
• Strong analytical and problem-resolution skills
Drive team success in wealth management, enhancing financial planning services and member experiences through effective coaching and collaboration.
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Apply on Kit Job: kitjob.ca/job/2g95m3

📌 Team Leader in Wealth Management (North Vancouver)
🏢 Vancity
📍 North Vancouver