Shape Vancity’s virtual advice experience by coaching Wealth Planners and strengthening member relationships through holistic financial planning. Work onsite two days weekly.
As Team Manager, Wealth Advice Team, you will lead a geographically dispersed group delivering phone-based and virtual advice. Your leadership will support meaningful member conversations, personalized recommendations, and long-term financial well-being. You will partner with Wealth Advisors, branch leaders, and internal stakeholders to create seamless referrals.
Key Responsibilities:
Develop high-performing virtual and phone-based advice teams
Conduct coaching, development, and performance conversations
Champion comprehensive planning and advice-first culture
Strengthen referral pathways with internal partners
Use data to improve outcomes and business results
Requirements:
Five to seven years in financial services or wealth management
Two years coaching, developing, or managing specialists
Experience leading virtual, hybrid, or dispersed teams
Robust communication and stakeholder management skills
Mutual Fund License through IFIC or CSI required
Apply virtual team leadership, relationship-building, and financial planning knowledge to support Vancity members and advisors.