Vice-President Wealth Strategy Leadership

Lead wealth strategy and advisory services in a hybrid Vice-President role with Cambrian Credit Union in Winnipeg, Manitoba. Shape planning-led advice.This executive position leads Cambrian’s Wealth strategy, advisory capability, team development, member experience, and business performance. It spans investments, retirement planning, financial planning, insurance, estate planning, and integrated advisory services. The role supports member financial well-being and sustainable growth.Key Responsibilities:
Lead wealth growth, profitability, governance, and long-term business successExecute tactics growing assets under administration and member relationshipsChampion consistent planning-based advice across advisory teamsModernize wealth experiences through digital enablement and productivity toolsBuild, coach, and develop an accountable high-performing teamRequirements:
Bachelor’s degree in business, commerce, finance, economics, or related discipline10 years of relevant retail financial services experienceProgressive sales leadership experience in wealth and investment servicesDeep operational leadership, communications, and enterprise sales management knowledgeKnowledge of wealth competition, regulation, policies, and practicesBring executive wealth leadership, planning expertise, and team development experience to Cambrian’s member-focused advisory strategy.
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