Elevate your career as Vice President of Wealth Management with FirstOntario in Stoney Creek. Build sales strategies and lead a team of financial experts in a hybrid work setting.

This key leadership role at FirstOntario demands an innovative mindset and extensive experience in wealth management and insurance. As Vice President, you will drive comprehensive strategies across various financial services, enhancing both staff capabilities and community outreach. Your leadership will ensure compliance and operational excellence while managing profitability.

Key Responsibilities:
• Spearhead the Wealth Management sales and marketing strategy
• Coordinate financial planning, insurance, and mutual fund services
• Mentor teams in achieving compliance and operational goals




• Cultivate relationships with strategic partners and suppliers
• Manage resources to meet budgetary expectations

Requirements:
• 10-15 years in wealth management leadership roles
• Relevant finance degrees and certifications (CFP, CIM, CFA)
• Exceptional business development and analytical skills
• Proven track record in team coaching and performance improvement
• Solid communication, presentation, and integrity skills

Bring your wealth management expertise to FirstOntario and lead impactful community initiatives.
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📌 Wealth Management VP at FirstOntario Credit Union (Ontario)
🏢 Firstontario Credit Union
📍 Ontario