Lead wealth strategy and advisory services in a hybrid Vice-President role with Cambrian Credit Union in Winnipeg, Manitoba. Shape planning-led advice.

This executive position leads Cambrian’s Wealth strategy, advisory capability, team development, member experience, and business performance. It spans investments, retirement planning, financial planning, insurance, estate planning, and integrated advisory services. The role supports member financial well-being and sustainable growth.

Key Responsibilities: Lead wealth growth, profitability, governance, and long-term business success

Execute tactics growing assets under administration and member relationships

Champion consistent planning-based advice across advisory teams

Modernize wealth experiences through digital enablement and productivity tools

Build, coach,



and develop an accountable high-performing team

Requirements: Bachelor’s degree in business, commerce, finance, economics, or related discipline

10 years of relevant retail financial services experience

Progressive sales leadership experience in wealth and investment services

Deep operational leadership, communications, and enterprise sales management knowledge

Knowledge of wealth competition, regulation, policies, and practices

Bring executive wealth leadership, planning expertise, and team development experience to Cambrian’s member-focused advisory strategy.

📌 Vice-President Wealth Strategy Leadership (Winnipeg)
🏢 Cambrian Credit Union
📍 Winnipeg