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.
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