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 1 hour 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
- Scotia Wealth Management seeks a Senior Total Wealth Planner in Vancouver skilled in Naviplan, complex planning, and client presentations.This senior position provides comprehensive advice and support to high net worth clients through goals-based financial plans. You will review...Senior
Scotiabank
Winnipeg, MB1 hour ago - 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, MB1 hour 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, MB1 hour 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, MB1 hour 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$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, MB1 hour 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, MB1 hour ago - Lead advanced financial planning for HNW and UHNW clients as a Senior Wealth Planning Consultant, partnering with Investment Advisors at BMO. Build documented... ...with Investment Advisors on wealth management solutionsPresent recommendations and coach Investment...Senior
BMO
Winnipeg, MB1 hour ago - ...growth and team performance in Dillon’s Environmental Planning discipline from Ontario offices. Flexible hours and hybrid work options support balance.This Team Manager opportunity focuses on people development, leadership acumen, and collaborative delivery within a Canadian...Flexible hours
Dillon Consulting Limited
Winnipeg, MB1 hour ago - Apply advanced financial planning expertise as a Total Wealth Planner serving ultra high net worth clients across Western... ...Planning Services within Canadian Wealth Management. You will create and deliver comprehensive wealth plans for ultra high net worth clients, including...SeniorInternship
Scotiabank
Winnipeg, MB1 hour ago - ...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, MB1 hour ago - ...BMO Wealth Planning is seeking a Wealth Planning Advisor to provide expert financial planning support across investment, retirement, estate, tax, insurance, and corporate planning for wealth professionals. You will collaborate with Investment Advisors, Private Bankers,...Senior
BMO Financial Group
Winnipeg, MB1 hour 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, MB1 hour 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, MB1 hour ago - ...doing In this role you will provide leadership in improving the overall control environment... ...multi-skilled audit teams covering the Wealth Management Line of Business. In addition, you will... ...be remote.How you’ll succeed Audit Planning and Execution - While you will...SeniorRemote work3 days per week
CIBC
Winnipeg, MB1 hour 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, MB1 hour ago- TD Wealth seeks a Senior Regional Manager to lead an Elite Financial Planning team serving affluent and high-net-worth clients from Aurora. You will coach and develop advisors to improve sales and service delivery, elevating performance across TD Wealth and OneTD channels. The...Senior
TD Bank Group
Winnipeg, MB1 hour 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, MB1 hour 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, MB1 hour 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, MB1 hour 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, MB1 hour ago - ...Levesque OuestJob Family Group: Wealth Sales & ServiceThe successful... ...Counsellor/Portfolio Managers of BMO Private Investment Counsel... ...develop tailored financial and tax planning solutions that address the complex... ...as a specialist resource to senior leaders and stakeholders....SeniorLong term contractShift work
Bank N.A.
Winnipeg, MB1 hour 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, MB1 hour 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, MB1 hour 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, MB1 hour 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, MB1 hour 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, MB1 hour ago- Shape the future of Canadian wealth management with Electric Mind as a Senior Consultant. This role involves strategy development, operations insights, and driving transformation initiatives across wealth businesses. As part of the Wealth Management Practice, you will engage...Senior
Electric Mind
Winnipeg, MB1 hour 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
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