At a Glance
- Tasks: Lead wealth strategy and advisory services to enhance member financial well-being.
- Company: Cambrian Credit Union, a leader in financial services in Winnipeg.
- Benefits: Competitive salary, leadership opportunities, and a focus on team development.
- Other info: Join a dynamic team focused on innovation and sustainable growth.
- Why this job: Shape the future of wealth management and make a real impact on members' lives.
- Qualifications: Bachelor’s degree and 10 years of experience in retail financial services.
The predicted salary is between 148500 - 181500 $ per year.
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 in Winnipeg employer: Cambrian Credit Union Limited
Cambrian Credit Union is an exceptional employer that prioritizes community involvement and member-focused service, making it a rewarding place to work in Winnipeg. With a strong emphasis on teamwork, professional development, and competitive benefits, including a defined contribution pension plan and extensive health coverage, employees are supported in their career growth while contributing to the financial well-being of their community. The inclusive work culture fosters innovation and integrity, ensuring that every team member feels valued and empowered to make a meaningful impact.
Contact Details:
Cambrian Credit Union Limited Recruitment Team
