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.
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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.
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Vacancy posted 2 hours ago
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