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 environment.
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 • Solid 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. #J-18808-Ljbffr