06 Sep
|
Firstontario Credit Union
|
Hamilton
06 Sep
Firstontario Credit Union
Hamilton
Lead and innovate within FirstOntario as Vice President of Wealth Management. Drive sales strategies and enhance team expertise in a hybrid work workplace focused on community engagement.FirstOntario Credit Union is seeking a Vice President to helm its Wealth Management unit in Stoney Creek, Ontario. This leadership role encompasses a strategic focus on financial planning services, mutual fund sales, and advisory solutions. You will oversee team development, sales management, and community initiatives, ensuring adherence to compliance and operational standards.Key Responsibilities:
- Develop and implement wealth management sales strategy
- Oversee financial planning and investment advisory services
- Lead team development and compensation modeling
- Manage compliance, marketing, and sales functions
- Foster community relationships through events and networkingRequirements:
- 10-15 years of leadership in Wealth Management
- Relevant financial certification (CFP, CIM, CFA)
- Strong analytical and business development skills
- Proven experience mentoring high-performing teams
- Excellent communication and interpersonal abilitiesYour expertise in wealth management and community engagement will drive FirstOntario's success.#J-18808-Ljbffr
📌 Vice President Of Wealth Management Stoney Creek (Hamilton)
🏢 Firstontario Credit Union
📍 Hamilton