Advance advice quality at Vancity by guiding Wealth Planners across retirement, investment, risk, and cash flow planning. Work onsite two days weekly.

This manager leads advice-based professionals and promotes consistent application of the Vancity Advice Plan. You will coach complex financial planning conversations, monitor service and planning quality, and champion continuous improvement. The team supports members through a virtual and phone-based service model.

Key Responsibilities:

- Coach advisors through complex member financial scenarios
- Promote consistent Vancity Advice Plan application
- Support retirement, investment, and risk conversations
- Champion change initiatives and process improvements
- Foster collaboration and knowledge-sharing across teams

Requirements:

- Post-secondary education in finance, planning, or business
- Five to seven years of relevant financial services experience
- At least two years of leadership experience
- Strong regulatory, compliance, and risk management knowledge
- Mutual Fund License through IFIC or CSI required

Lead Vancity’s Wealth Advice Team with technical planning expertise, advisor coaching, and a robust member-first focus.

📌 Senior Wealth Planning Leadership Manager (Vancouver)
🏢 Vancity
📍 Vancouver