Wealth Strategy AVP & Team Growth Leader

Aviso Wealth; Winnipeg; On-site; CAD 80,000 - 120,000; Full time

Job summary

A prominent financial institution in Winnipeg seeks an Associate Vice President (AVP) for Wealth, responsible for leading a team in delivering personalized financial planning and advice. The ideal candidate must have a strong background in the Wealth Advice industry and the ability to coach and develop team members towards success. This role emphasizes community commitment and operational excellence while maintaining regulatory compliance. Applications are welcomed until August 25, 2025.

Qualifications

• 5 years experience in Wealth Advice industry.
• Financial Planning Designation and registration as Mutual Funds Investment Specialist required.
• Life Insurance designation and leadership experience are assets.

Responsibilities

• Lead and mentor teams to achieve high performance.
• Support diverse team of Advisors in providing financial planning.
• Deliver business results through KPIs and operational execution.

Skills

Leadership

Financial Planning

Risk Management

Coaching

Problem-solving

Education

Post-secondary education in a business-related field

Job description

A prominent financial institution in Winnipeg seeks an Associate Vice President (AVP) for Wealth, responsible for leading a team in delivering personalized financial planning and advice. The ideal candidate must have a strong background in the Wealth Advice industry and the ability to coach and develop team members towards success. This role emphasizes community commitment and operational excellence while maintaining regulatory compliance. Applications are welcomed until August 25, 2025.