Lead Wealth Planners at Vancity through virtual and phone-based advice, using coaching and comprehensive financial planning expertise. Work onsite two days weekly.
This full-time, permanent manager role leads a geographically dispersed team serving members through virtual and phone-based channels. You will develop advice excellence, accountability, and engagement while supporting holistic planning. The work includes retirement planning, investments, cash flow, risk management, and wealth accumulation strategies.
Key Responsibilities:
- Lead, coach, and develop Wealth Planners
- Build engagement and accountability across virtual teams
- Coach planning quality and discovery conversations
- Monitor member outcomes, productivity, referrals, and business results
- Ensure regulatory, compliance, risk, and operational requirements
Requirements:
- Post-secondary education in business, finance, or related field
- Five to seven years in wealth management or financial planning
- Two years leading advice-based professionals
- Mutual Fund License through IFIC or CSI required
- Knowledge of comprehensive financial planning and wealth management
Bring virtual leadership, financial planning coaching, and advice-based sales expertise to Vancity's Wealth Advice Team.
Wealth Planning Team Manager in Vancouver employer: Vancity
Vancity is an exceptional employer that prioritizes employee growth and collaboration in a supportive hybrid work environment. As a Growth Marketing Lead, you'll not only drive impactful marketing strategies in the Wealth & Investing sector but also benefit from a culture that values innovation and teamwork, ensuring your contributions are recognized and rewarded. With a commitment to community and member-focused initiatives, Vancity offers a unique opportunity to make a meaningful impact while advancing your career.
