Hybrid Vice President Wealth Management Role
Firstontario Credit Union Limited
Step into a pivotal leadership role as Vice President of Wealth Management at FirstOntario in Stoney Creek. Focus on strategic sales and team development in a hybrid work model.
As Vice President, you will guide the Wealth Management division at FirstOntario Credit Union, enhancing service delivery and community engagement. You will be responsible for financial planning, investment advisory, and leading a highly skilled team. Your expertise will be crucial in maintaining compliance and fostering innovation in services.
Key Responsibilities: • Craft and lead Wealth Management strategic initiatives • Oversee the delivery of financial services and advisory supports • Provide leadership in business processing and compliance • Engage with community events and networking for brand awareness • Drive profitability through effective resource management
Requirements: • 10-15 years of experience in Wealth Management • Educational background in finance or business with certifications (CFP, CIM, CFA) • Strong mentorship and team-building abilities • Excellent analytical and communication skills • Responsive to client needs with a high integrity level
Shape the future of wealth management at FirstOntario through leadership and community impact. #J-18808-Ljbffr
As Vice President, you will guide the Wealth Management division at FirstOntario Credit Union, enhancing service delivery and community engagement. You will be responsible for financial planning, investment advisory, and leading a highly skilled team. Your expertise will be crucial in maintaining compliance and fostering innovation in services.
Key Responsibilities: • Craft and lead Wealth Management strategic initiatives • Oversee the delivery of financial services and advisory supports • Provide leadership in business processing and compliance • Engage with community events and networking for brand awareness • Drive profitability through effective resource management
Requirements: • 10-15 years of experience in Wealth Management • Educational background in finance or business with certifications (CFP, CIM, CFA) • Strong mentorship and team-building abilities • Excellent analytical and communication skills • Responsive to client needs with a high integrity level
Shape the future of wealth management at FirstOntario through leadership and community impact. #J-18808-Ljbffr
Reference: WJ-3875_12765431