Elevate your career with FirstOntario as a Vice President of Wealth Management in Stoney Creek, Ontario. Lead a dynamic team driving growth across various Wealth Management services in a hybrid work environment.

In this senior leadership role, you will be the architect of our Wealth Management strategy, overseeing operations, compliance, and business development. As the sales expert, you will promote financial planning, investment services, and insurance solutions while nurturing team growth. Your effective leadership will ensure adherence to standards while managing profitability and community engagement.

Key Responsibilities:
• Develop and execute the Wealth Management Strategy
• Oversee financial planning and investment services




• Lead and mentor wealth teams to enhance performance
• Guide marketing efforts and compliance standards
• Serve as primary contact with strategic partners

Requirements:
• 10-15 years’ leadership experience in Wealth Management
• CFP, CIM, CFA or equivalent designation
• Robust sales, business development, and analytical skills
• Detail-oriented with expertise in financial products
• Excellent communication and mentorship abilities

Bring your leadership and wealth expertise to FirstOntario in Stoney Creek to drive impactful financial services.
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📌 Vice President of Wealth Management Stoney Creek (Ontario)
🏢 FirstOntario Credit Union
📍 Ontario