Step into the leadership role of Wealth Advice Team Manager at Vancity, guiding a talented team in providing financial advice. Enhance member relationships through strategic leadership in a virtual setting.

You will manage a team of Wealth Planners dedicated to empowering members with expert financial guidance. This position requires hands-on leadership and effective communication to foster a culture of excellence in financial planning. Collaborate with partners to ensure seamless member experiences across services.

Key Responsibilities:
• Lead a team delivering advice through virtual platforms
• Conduct coaching sessions focused on financial planning quality
• Champion relationship-building and member-centered service




• Drive performance metrics and improvement initiatives
• Partner with internal stakeholders for effective referrals

Requirements:
• Education in finance or related field
• 5-7 years in wealth management roles
• Leadership experience in virtual settings preferred
• Strong regulatory and compliance knowledge
• Ability to build trust and connection remotely

Lead wealth planning excellence at Vancity with your passion for member success and team development.
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📌 Vancity Wealth Advice Team Leader (British Columbia)
🏢 Vancity
📍 British Columbia