07 Nov
|
FirstOntario
|
Hamilton
07 Nov
FirstOntario
Hamilton
Step into a pivotal leadership role as Vice President of Wealth Management at FirstOntario in Stoney Creek. Focus on strategic sales and team development in a hybrid work model.As Vice President, you will guide the Wealth Management division at FirstOntario Credit Union, enhancing service delivery and community engagement. You will be responsible for financial planning, investment advisory, and leading a highly skilled team. Your expertise will be crucial in maintaining compliance and fostering innovation in services.Key Responsibilities:Craft and lead Wealth Management strategic initiativesOversee the delivery of financial services and advisory supportsProvide leadership in business processing and complianceEngage with community events and networking for brand awarenessDrive profitability through effective resource managementRequirements:10-15 years of experience in Wealth ManagementEducational background in finance or business with certifications (CFP, CIM, CFA)Robust mentorship and team-building abilitiesExcellent analytical and communication skillsResponsive to client needs with a high integrity levelShape the future of wealth management at FirstOntario through leadership and community impact.#J-18808-Ljbffr
📌 Hybrid Vice President Wealth Management Role (Hamilton)
🏢 FirstOntario
📍 Hamilton