Vancity is seeking a Team Manager for the Wealth Advice Team to lead a group of Wealth Planners delivering holistic financial planning and investment guidance to members. The role combines virtual/phone-based service with on-site collaboration, reporting to the Regional Manager, Wealth Solutions.
The ideal candidate has 5–7 years in wealth management, at least 2 years of leadership, and strong coaching skills. CFP/CIM or equivalent is preferred; licensing and compliance are essential.
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Wealth Team Manager - Virtual Coaching & Growth employer: Vancity (2.0)
At Vancity, we pride ourselves on being a member-owned credit union that champions inclusion and social justice, making us an exceptional employer for those seeking meaningful work. Our Victoria Drive Community Branch offers a supportive environment where you can thrive with competitive pay, flexible benefits, and generous vacation time, all while contributing to a greater purpose. Join our diverse team and take advantage of unique growth opportunities as we work together to create lasting change in our communities.
