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.

📌 Vancity Wealth Advice Team Leader (Vancouver)
🏢 Vancity
📍 Vancouver