Vice-President, Wealth & Advisory Services

Cambrian Credit Union Limited; Winnipeg; Hybrid; CAD 140.000 - 210.000; Vollzeit

Benefits dieser Stelle

Extended health & dental

Pension plan

Disability & life insurance

Paid sick days

Training & onboarding

Staff banking benefits

Performance bonuses

Zusammenfassung

Cambrian Credit Union is seeking a Vice-President, Wealth & Advisory Services to join its Senior Leadership Team, guiding wealth strategy, advisory capacity, and member-focused growth. This executive leads investments, retirement planning, financial planning, insurance, estate planning, and integrated advisory services.

The role requires building a planning-led culture that drives member well-being, trusted relationships, and sustainable growth, while modernizing the wealth experience and

Qualifikationen

• Bachelor’s degree in Business Administration, Commerce, Finance, Economics, or related discipline.
• 10 years of relevant retail financial services experience with emphasis on progressive sales leadership within wealth/investment services.
• Active participation in professional organizations encouraged.
• At VP level, deep knowledge in: operational leadership and communications, enterprise sales management, wealth distribution and operations, people leadership and change management, project management and business planning, financial management, budgeting & forecasting, strategic development & thought leadership, industry knowledge - wealth regulation and practices.

Aufgaben

• Lead growth, profitability, governance, and long-term success of Cambrian’s Wealth & Advisory Services.
• Develop long-term tactics to grow assets under administration, deepen member relationships, and expand access to comprehensive financial advice.
• Champion member well-being with a planning-based advice model across the advisory team.
• Strengthen ability to support retirement, investment, insurance, estate, and legacy planning needs.
• Modernize wealth experience through digital enablement, advisor productivity tools, and integrated service delivery.
• Build, coach, and develop a high-performing, accountable team.
• Ensure strong compliance, risk management, governance, and operational practices across wealth activities.
• Collaborate across Cambrian to create seamless member experiences and support growth strategy.

Kenntnisse

Leadership

Wealth management

Sales leadership

Strategic planning

Change management

Communication

Project management

Budgeting & forecasting

Industry knowledge

Ausbildung

Bachelor’s degree in Business Administration / Finance / Economics

Jobbeschreibung

Vice-President, Wealth & Advisory Services

Job Category: Corporate

Requisition Number: VICEP001533

• Posted : October 21, 2026


• Full-Time


• Hybrid

Locations

Showing 1 location

Winnipeg, MB R3C3P1, CAN

• Travel Required : No

Description

As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.

Cambrian Credit Union is seeking a Vice-President, Wealth & Advisory Services, to join our integrated Senior Leadership Team.

As a member of the Senior Leadership Team, the Vice-President, Wealth & Advisory Services is responsible for leading Cambrian’s Wealth strategy, advisory capability, team development, member experience, and business performance. This role provides executive leadership across investments, retirement planning, financial planning, insurance, estate planning, and integrated advisory services. As a senior leader, you will help shape the future of advice at Cambrian by building a strong, planning-led culture that supports member financial well-being, strengthens trusted relationships, and delivers sustainable growth.

In the role of Vice-President, Wealth & Advisory Services, you will:

• Lead the growth, profitability, governance, and long-term success of Cambrian’s Wealth & Advisory Services business.


• Develop and execute long-term tactics that grow assets under administration, deepen member relationships, and expand access to comprehensive financial advice.


• Champion member's financial well-being with a consistent, planning-based advice model across the advisory team.


• Strengthen Cambrian’s ability to support members through retirement, investment, insurance, estate, and legacy planning needs.


• Modernize the wealth experience through digital enablement, advisor productivity tools, and integrated member service delivery.


• Build, coach, and develop a high-performing team that is engaged, accountable, and focused on meaningful member outcomes.


• Ensure strong compliance, risk management, governance, and operational practices across wealth activities.


• Collaborate across Cambrian to create seamless member experiences and support Cambrian’s broader growth strategy.

Your Education & Experience:

• Bachelor’s degree in Business Administration, Commerce, Finance, Economics, or related discipline


• 10 years of relevant retail financial services experience, with an emphasis on progressive sales leadership within wealth and investment services.


• Active participation in professional organizations is encouraged.


• At the Vice-President level, it is expected the incumbent will possess deep knowledge in the following competencies:
  
  
  • Operational leadership and communications
  
  
  • Enterprise sales management
  
  
  • Wealth distribution and operations
  
  
  • People leadership and change management
  
  
  • Project management and business planning
  
  
  • Financial management, budgeting & forecasting
  
  
  • Strategic development & thought leadership
  
  
  • Industry knowledge - wealth competition, regulation, policies and practices
  
  
  
  

Cambrian offers a work environment where teamwork and creative thinking are valued. In addition, we offer continuing professional development and a competitive total compensation package including:

• Extended health and dental benefit options, up to 80% employer-paid premiums dependent on which coverage level chosen


• Defined Contribution Pension Plan - matched at 6%


• Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAP


• Paid sick days, Paid emergency absent days


• Customized training, career development planning, and structured onboarding


• Staff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cards


• Annual Performance appraisals, merit increase reviews, and performance bonuses.

Cambrian Values

The Vice-President, Wealth & Advisory Services consistently displays Cambrian’s core values as follows:

Integrity & Honesty

Aligns the organization’s strategy to support integrity and honesty. Adapts own leadership practices to encourage diversity, and ensure that all perspectives are considered. Creates a climate of commitment to organizational values and associated conduct.

Member Focused

Aligns the organization’s strategy to support a member-focused culture. Encourages others to find new and better ways to meet members’ needs. Recommends strategic business direction to meet projected needs of members and membership.

Community Involvement

Aligns strategic philanthropy and community involvement with causes and partnerships that connect to the core business. Seeks out opportunities to get involved in the community. Proactively demonstrates Cambrian’s values at all times in the community.

Competitive

Develops organizational objectives or strategies to focus activities on achieving or exceeding high-quality results. Uses own enthusiasm and commitment to strategic goals to motivate and guide others to achieve results. Monitors performance against mutually-agreed upon standards. Has a strong sense of urgency about getting work done and attaining objectives.

Recognizes and anticipates changes in internal and external environments. Responds positively, adapting promptly to maximize business opportunities and overcomes operational roadblocks. Engages staff and stakeholders to assess their needs and concerns, throughout the change process to generate commitment. Takes specific and sustained action to ensure the successful implementation of a change

Note: Cambrian Credit Union is an equal-opportunity employer. We welcome and encourage applications from individuals with diverse backgrounds, abilities, and experiences. Accommodation is available upon request for candidates taking part in all aspects of the selection process.

Applications will be accepted until 9am on November 9, 2026.

Cambrian Credit Union would like to thank all applicants for their interest, however, only those selected will be contacted.