Wealth Planning Team Manager

Lead Wealth Planners at Vancity through virtual and phone-based advice, using coaching and comprehensive financial planning expertise. Work onsite two days weekly.

This full-time, permanent manager role leads a geographically dispersed team serving members through virtual and phone-based channels. You will develop advice excellence, accountability, and engagement while supporting holistic planning. The work includes retirement planning, investments, cash flow, risk management, and wealth accumulation strategies.

Key Responsibilities:

• Lead, coach, and develop Wealth Planners
• Build engagement and accountability across virtual teams
• Coach planning quality and discovery conversations
• Monitor member outcomes, productivity, referrals, and business results
• Ensure regulatory, compliance, risk, and operational requirements

Requirements:

• Post-secondary education in business, finance, or related field
• Five to seven years in wealth management or financial planning
• Two years leading advice-based professionals
• Mutual Fund License through IFIC or CSI required
• Knowledge of comprehensive financial planning and wealth management

Bring virtual leadership, financial planning coaching, and advice-based sales expertise to Vancity’s Wealth Advice Team.