Senior Wealth Planning Leadership Manager
Vancity
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 scenariosPromote consistent Vancity Advice Plan applicationSupport retirement, investment, and risk conversationsChampion change initiatives and process improvementsFoster collaboration and knowledge-sharing across teamsRequirements:
Post-secondary education in finance, planning, or businessFive to seven years of relevant financial services experienceAt least two years of leadership experienceStrong regulatory, compliance, and risk management knowledgeMutual Fund License through IFIC or CSI requiredLead Vancity’s Wealth Advice Team with technical planning expertise, advisor coaching, and a strong member-first focus.
#J-18808-Ljbffr
Coach advisors through complex member financial scenariosPromote consistent Vancity Advice Plan applicationSupport retirement, investment, and risk conversationsChampion change initiatives and process improvementsFoster collaboration and knowledge-sharing across teamsRequirements:
Post-secondary education in finance, planning, or businessFive to seven years of relevant financial services experienceAt least two years of leadership experienceStrong regulatory, compliance, and risk management knowledgeMutual Fund License through IFIC or CSI requiredLead Vancity’s Wealth Advice Team with technical planning expertise, advisor coaching, and a strong member-first focus.
#J-18808-Ljbffr
Vacancy posted 53 minutes ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planning Leadership Manager in Winnipeg, MB vacancy
- ..., Canada ), is seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is full-time permanent... ...as a strategic business partner to Operations and Senior Leadership, supporting informed decision-making and continuous...SeniorPermanent employmentFull timeWork at officeRemote work
- Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net... ...analysis, development of high value financial plans and recommendations, to coaching/... ...disciplined approach to all sales and wealth management strategies to support regional and...Senior
Bank N.A.
Winnipeg, MB56 minutes ago - Advanced financial planning and HNW client expertise define this Senior Wealth Planning Consultant position at BMO, based at 595 Burrard Street. Collaborate with... ...planning insightsCoach Investment Advisors on wealth management solutionsSupport client asset growth and retention...Senior
BMO
Winnipeg, MB50 minutes ago - Shape complex wealth plans for HNW/UHNW clients at BMO, using financial analysis and consultative planning expertise. Collaborate across wealth... ..., Investment Counsellors, Investment Advisors, Relationship Managers, clients, and external advisors to develop comprehensive...SeniorLong term contract
BMO Nesbitt Burns Inc.
Winnipeg, MB56 minutes ago - Optima Living is seeking a Senior Manager, Financial Planning & Analysis to lead budgeting, forecasting, and financial decision support across our operating... ..., and capital structure analysis. You will partner with leadership and external stakeholders to deliver decision-useful...Senior
Optima Living
Winnipeg, MB52 minutes ago $70k - $150k per year
...SolutionsProvides expertise in the design, development, management and implementation of assigned projects... ...any issues. Builds change management plans of varying scope and type; leads or... ...organization. In-depth knowledge of the wealth management and/or the financial industry...SeniorPart timeBMO
Winnipeg, MB51 minutes ago- BMO Wealth Management in Canada seeks an experienced Wealth Planner to provide specialized planning for high-net-worth clients, collaborating with Private Bankers and Investment Counsellors... ...lead discovery, develop detailed financial plans, and apply regulations to protect client...Senior
BMO
Winnipeg, MB50 minutes ago $180k - $200k per year
...Lead planning on a multi-billion flagship Toronto transit project, with... ...a team of five planners. Manage progress updates, critical path... ...forecasting and reporting for project leadership and alliance partners. Work... ...Manager, Lead Planner or Senior Planner level. Strong Primavera...SeniorLong term contractFor contractorsRelocation- ...committed to results, in an inclusive and high-performing culture.Job Purpose: The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning...SeniorWork at office
Scotiabank
Winnipeg, MB49 minutes ago - ...Zenith in Toronto seeks a Planning Manager to oversee a team of media professionals in developing ideas and activations that drive human connections... ...business. The role requires strong client relationships, leadership, and the ability to supervise, forecast revenue, and...
Publicis Groupe
Winnipeg, MB50 minutes ago $70k - $150k per year
Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust & Advisory... ...designed to assess overall wealth management needs and recommended strategies to help... ...preparation/presentation and updates of financial plans. Partner with Investment Advisors,...Contract workPart timeWork at officeRemote workBMO
Winnipeg, MB53 minutes ago$110k - $135k per year
...CareerSenior ConsultantStrategy & Business Architecture – Wealth Management PracticeAbout the roleWe're hiring a Consultant / Senior Consultant who knows how Canadian wealth... ..., back-office and advisor technology. Plan and support data migrations and conversions, including...SeniorRemplacementElectric Mind
Winnipeg, MB51 minutes ago- Lead complex wealth management projects in Montreal’s hybrid model, applying project planning, risk management, and stakeholder coordination expertise.COFOMO seeks a Project... ...; graduate degree is an assetApply your leadership, communication, planning, and risk management...Senior
Cofomo
Winnipeg, MB53 minutes ago - Desjardins is seeking a Senior Wealth Management Advisor to serve and develop relationships with mass-affluent Signature Service clients. You will execute comprehensive financial strategies using a 360° approach, focusing on savings and investments aligned with client goals....Senior
Desjardins
Winnipeg, MB51 minutes ago - As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service... ...contribute to meeting sales objectives by developing action plans based on the business plan. Monitor stock market movements...SeniorInternshipRemote workFlexible hours
Desjardins
Winnipeg, MB51 minutes ago - As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service... ...including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You...SeniorInternshipRemote workFlexible hours
Desjardins
Winnipeg, MB54 minutes ago $70k - $150k per year
...McGill College AvenueJob Family Group: Wealth Sales & ServiceThe Wealth Planning Support Team (WPST) is a business... ...solutions designed to assess overall wealth management needs and recommended strategies to... ..., 70%).Prepare & create financial plans and update financial planning...Part timeWork at officeWork from homeBMO
Winnipeg, MB56 minutes ago- Serve mass-affluent Signature Service members through wealth management, financial planning, and investment strategies. Build relationships while working closely with expert partners and colleagues.As a senior wealth management advisor at Desjardins, you advise members and...Senior
Desjardins
Winnipeg, MB53 minutes ago - Advance wealth planning expertise with BMO as a Wealth Planning Advisor supporting professionals through customized financial planning solutions. Work hybrid, with four office days and one remote day.Within BMO Wealth Planning, Trust & Advisory Services, you will support Private...Work at officeRemote work1 day per week
BMO
Winnipeg, MB51 minutes ago - RSM US LLP is seeking a Tax Manager to join our Private Client Services practice in Canada. You will advise business owners on tax opportunities, manage engagements across partnerships, corporations, and trusts, and mentor staff while collaborating with cross-functional teams...Private practiceFlexible hours
RSM US LLP
Winnipeg, MB49 minutes ago $85k - $175k per year
...Levesque Ouest Job Family Group: Wealth Sales & ServiceThe successful... ...Counsellor/Portfolio Managers of BMO Private Investment Counsel... ...develop tailored financial and tax planning solutions that address the... ...serves as a specialist resource to senior leaders and stakeholders....SeniorLong term contractPart timeShift workBMO Nesbitt Burns Inc.
Winnipeg, MB52 minutes ago$110k - $125k per year
...they are. Find our story here: About Meridian As a Senior Manager, Sales Effectiveness (Wealth):Reporting to the AVP, Wealth Distribution, you will... ...best practices, this role partners closely with Wealth leadership, Marketing, Data & Analytics, and external partners (Aviso...SeniorWork at officeRemote workMeridian Credit Union
Winnipeg, MB52 minutes ago$110k - $140k per year
Join to apply for the Senior Manager, Financial Planning role at Common Wealth Retirement .Common Wealth Retirement provided pay range This range is provided by Common Wealth Retirement. Your actual pay will be based on your skills and experience — talk with your...SeniorWork at officeFlexible hoursCommon Wealth Retirement
Winnipeg, MB50 minutes ago$115.6k - $163.2k per year
...overall audit strategyOversee / lead / manage and plan audit engagement work activities to ensure... ...and recommending action to senior management Act as a strategic audit advisor... ...partners and interface with respective leadership team to effectively manage own audit area...SeniorLong term contractWork from homeThe Toronto-Dominion Bank (Canada)
Winnipeg, MB55 minutes ago$115.6k - $163.2k per year
...overall audit strategy Oversee / lead / manage and plan audit engagement work activities to... ...opportunities and recommending action to senior management Act as a strategic audit advisor... ...partners and interface with respective leadership team to effectively manage own audit...SeniorLong term contractWork from homeTD
Winnipeg, MB49 minutes ago- Senior UAT Lead – Wealth ManagementLocation: Toronto, ONWork Model: Hybrid (2 days per week in-... ...preferred)Skills: HP ALM, BFS: Wealth Management, Automated QA – TestCompleteYears of... ...Define QA/UAT strategies, test plans, scenarios, traceability matrices, and...SeniorWork at office2 days per week
Astra-North Infoteck Inc.
Winnipeg, MB52 minutes ago $110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive... ...net worth). As a CG Wealth Management team, SWP+ is a highly exclusive... ...with Thane Stenner and senior team members. Build trusted,... ...increasing ownership of meeting leadership and follow-up. Coordinate comprehensive...SeniorLong term contractWork at office- Drive wealth strategy transformation at BMO, combining change management and cross-business coordination from its Toronto office.As Senior Manager, you will manage projects and programs aligned with... ...implicationsSupport operational program planning and implementationApply risk-...SeniorWork at office
BMO
Winnipeg, MB51 minutes ago $85.5k - $185k per year
...Family Group: Technology Please note: Wealth Management Experience is a MUST; This is a... ...on business requirements. Technology Leadership Lead the architecture, development, modernization... ...strategy, roadmap, and execution plans aligned to business priorities....SeniorPart timeBMO
Winnipeg, MB54 minutes ago- Apply investment planning expertise as a CIBC Financial Planning Consultant in Calgary, specializing in wealth management solutions for high-net-worth clients.You will provide comprehensive financial planning counsel within CIBC’s Financial Planning and Advice team. The work...
Canadian Imperial Bank of Commerce (Canada)
Winnipeg, MB52 minutes ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planning Leadership Manager. Be the first to apply!
Related searches
- director of strategy Winnipeg, MB
- directeur stratégie Winnipeg, MB
- director financial planning Winnipeg, MB
- responsable planification Winnipeg, MB
- director of strategic communication Winnipeg, MB
- manager financial planning & analysis Winnipeg, MB
- business strategy manager Winnipeg, MB
- director financial planning and analysis Winnipeg, MB
- strategy manager Winnipeg, MB
- content strategy manager Winnipeg, MB