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
$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- Join Amrize as a Mine Planning Manager and help construct what's next. If you're ready to put your... ...Manager will collaborate with the Senior Resource and Mine Planning Manager and other... ...assessments of properties and generate mining plans to maximize resource utilization, reduce...SeniorLong term contractTemporary workFor contractorsInternshipLocal areaFlexible hours
$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- ...purpose and vision and living the Maple Leaf Leadership Values. We believe in building,... ...Opportunity: The Material Supply and Planning Manager is a key member of the Lagimodiere Site... ...requirements into realistic, executable production plans. The manager connects demand, plant...SuggestedHourly payTemporary workWeekend 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 $95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move... ...privately held discretionary investment managers, and help clients achieve their... ...service and the delivery of investment planning and portfolio management to employees participating in CC&L Employee...InternshipFlexible hours- ...Ministry of Energy and Minerals is seeking a Manager, Business Planning to lead and coordinate the department’... ...the development of the business plan and annual report. The role... ...priorities with government commitments, and support the Strategic Leadership Team in...
- ...through our Defined Contribution Pension Plan and we will match your contribution (up... ...Café offers free Tea and Coffee. Senior Safety Manager Reports To: Director of Safety for assigned... ...closure. Working closely with site leadership, Safety professionals and corporate...SeniorPermanent employmentInterim roleLocal area
$90k - $110k per year
Job Responsibility: Job Title: Senior Manager of Philanthropy Out of Scope Location: Winnipeg,... ...fundraising reports, and supporting campaign planning and execution. This position also... ...engagement opportunities. 4. Team Leadership & Mentorship Collaborate with the Director...SeniorLong term contractPermanent employmentFull timeCasual workMonday to fridayShift work- ...global opportunities and local impact. Senior Manager, Roads - Major Projects - Ontario is a senior transportation engineering leadership role based in Toronto, Ontario, Canada.... ...design schedules, deliverables, and resource planning frameworks for major infrastructure...SeniorLocal area
- 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 $88.8k - $121k per year
...Senior Modernization Project ManagerApply: On-Site: LOC13062... ...motivated Modernization Project Manager to oversee coordination of... ..., superintendents, and senior leadership to ensure a successful project... ...we offer: We offer a 401(k) plan with a generous company match...SeniorFull timeContract workFor contractorsInternshipLive InLocal areaWorldwide- 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 $160k - $240k per year
...effective sales strategies and business plans; 7、Collect local market feedback and user... ...and self-learning ability, capable of managing processes and goals effectively in personal... ...Key Account Development, Key Account Handling, Key Account Management, Key Account RelationsSeniorRemote jobLocal areaWork from homeOverseas- ...Lead project controls planning, cost management, scheduling, and earned value management at AtkinsRéalis across assigned projects or portfolios... ...Project, SAP, Excel, and Power BI Apply project controls leadership, EVMS expertise, and performance analysis to support AtkinsRéalis...Senior
- 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 - ...Overview: We are seeking a Long-Term Planning Analyst to join our Asset Management Strategy and Planning Department.... ...improve the Asset Management Plan (AMP), Manitoba Hydro's long-term (... ...facilitate decision-making by executive leadership. Assist in the identification,...Hourly payLong term contractInternship
- ...expertise. Hybrid work is supported. As a Senior Project Manager, Security, you will deliver strategic, high-visibility initiatives from planning through transition. You will manage... ...project health, risks, costs, and value to leadership Requirements: Minimum eight years...Senior
- ...across the United States or Canada excluding Quebec. As Senior Product Manager, you will guide Clio’s core case management portfolio. Your... ...Shape Clio’s core case management product through legal expertise, AI-powered automation, and disciplined product leadership....SeniorRemote work
$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- ...Join The North West Company as a Software Development Lead, where you'll provide hands-on technical leadership in a collaborative environment. You'll translate business requirements into scalable solutions and drive software delivery excellence. As a Software Development...
- ...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 - 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 - ...owning high-profile programs, managing complex logistics, and aligning... ...execution. As an experienced Senior Marketing Events Manager, you will develop and execute plans that increase brand awareness,... ...budget management, and B2B event leadership to Fortra’s global marketing...Senior
- 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 - 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 $109.4k - $150.48k per year
...role exists to protect and restore customer trust by providing senior leadership and end-to-end accountability for Walmart Canada’s Customer... ...customer experience. What you’ll do… We’re looking for a Senior Manager, Customer Escalations to lead a highly visible function within...Senior- ...successful, growing organization in Abbotsford to recruit a Senior Manager, Finance Transformation. Reporting to the CFO, this is a... ...systems, reporting and controls. Provide controllership leadership for two growing subsidiaries, including month-end close and financial...Senior
- ...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
Winnipeg, MB1 hour 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