Wealth Management VP at FirstOntario
FirstOntario Credit Union
Shape the future of wealth services at FirstOntario as the Vice President of Wealth Management. Lead a talented team in a hybrid role based in Stoney Creek, Ontario, fostering excellence in investment and insurance services.
As the strategic sales leader, you will forge pathways for growth in our Wealth Management unit. Your role involves overseeing various services, ensuring compliance with regulations, and providing mentorship to develop high-performing teams. Engage in community outreach to bolster awareness while driving sales initiatives to meet ambitious targets.
Key Responsibilities: • Direct the Wealth Management sales and service strategy • Manage financial services and compliance perspectives • Foster team development through coaching initiatives • Conduct outreach activities to grow market presence • Handle strategic partnerships and proposals
Requirements: • Degree in business or finance; CFP, CIM, CFA desired • 10-15 years’ experience in Wealth Management • Proficient with sales strategies and market dynamics • Strong analytical and detail-oriented skills • Exceptional interpersonal communication abilities
Lead wealth strategies and team initiatives at FirstOntario to make a lasting impact. #J-18808-Ljbffr
As the strategic sales leader, you will forge pathways for growth in our Wealth Management unit. Your role involves overseeing various services, ensuring compliance with regulations, and providing mentorship to develop high-performing teams. Engage in community outreach to bolster awareness while driving sales initiatives to meet ambitious targets.
Key Responsibilities: • Direct the Wealth Management sales and service strategy • Manage financial services and compliance perspectives • Foster team development through coaching initiatives • Conduct outreach activities to grow market presence • Handle strategic partnerships and proposals
Requirements: • Degree in business or finance; CFP, CIM, CFA desired • 10-15 years’ experience in Wealth Management • Proficient with sales strategies and market dynamics • Strong analytical and detail-oriented skills • Exceptional interpersonal communication abilities
Lead wealth strategies and team initiatives at FirstOntario to make a lasting impact. #J-18808-Ljbffr
Reference: WJ-3875_12808578