Lead Wealth Planners at Vancity through virtual and phone-based advice, using coaching and comprehensive financial planning expertise. Work onsite two days weekly.

This full time, permanent manager role leads a geographically dispersed team serving members through virtual and phone-based channels. You will develop advice excellence, accountability, and engagement while supporting holistic planning. The work includes retirement planning, investments, cash flow, risk management, and wealth accumulation strategies.

Key Responsibilities:

- Lead, coach, and develop Wealth Planners
- Build engagement and accountability across virtual teams
- Coach planning quality and discovery conversations
- Monitor member outcomes, productivity, referrals, and business results




- Ensure regulatory, compliance, risk, and operational requirements

Requirements:

- Post-secondary education in business, finance, or related field
- Five to seven years in wealth management or financial planning
- Two years leading advice-based professionals
- Mutual Fund License through IFIC or CSI required
- Knowledge of comprehensive financial planning and wealth management

Bring virtual leadership, financial planning coaching, and advice-based sales expertise to Vancity’s Wealth Advice Team.

📌 Wealth Planning Team Manager (Vancouver)
🏢 Vancity
📍 Vancouver