Team Manager, Wealth Advice Team

Vancity (2.0); City of Edinburgh; Hybrid; CAD 86,000 - 117,000; Full time

Benefits offered by this job

Living Wage Employer

Customizable Benefits

Generous Vacation

Extra Stat Holidays

Immediate Health Coverage

Defined Benefit Pension

Job summary

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.

Qualifications

• Minimum 5-7 years of wealth management/financial planning experience
• At least 2 years of leadership experience coaching, developing, or managing professionals
• Proven ability to lead in virtual, hybrid, or distributed environments

Responsibilities

• Lead Wealth Planners delivering holistic financial planning and advice
• Coach and mentor a geographically dispersed team in a virtual/phone-based service model
• Ensure adherence to regulatory, compliance, risk management and operational requirements
• Strengthen member relationships and drive a seamless member experience through the Wealth Solutions team
• Collaborate with branch leaders, Wealth Advisors, and internal teams to optimize referrals and outcomes

Skills

Leadership

Coaching

Virtual/Hybrid leadership

Wealth management

Financial planning

Relationship building

Stakeholder management

Change leadership

Data-driven decisions

Education

Post-secondary education in business/finance/financial planning

Mutual Fund License (IFIC or CSI)

CFP / CIM / PFP / FCSI or equivalent designation preferred

Job description

Description

Our Story & Purpose:

We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.

As the team of 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement -

Your Role in Supporting Our Members:

As the Team Manager, Wealth Advice Team, you will lead a team of Wealth Planners who provide financial planning and investment advice to members through a virtual and phone-based service model. You will create an environment where employees thrive, members receive exceptional advice, and business objectives are achieved through meaningful relationships and holistic financial planning.

You will provide coaching, mentorship, and leadership to support your team in delivering personalized financial advice that helps members achieve their goals while strengthening long-term relationships with Vancity. This role requires a leader who can successfully manage a geographically dispersed team, foster engagement in a virtual environment, and champion a culture of advice excellence, accountability, and continuous improvement.

This is a Full-time, Permanent role and will report directly to the Regional Manager, Wealth Solutions. The role will work closely with other leaders, Wealth Advisors, Wealth Management Associates, and other internal partners to ensure a seamless member experience and a strong referral ecosystem.

While this position supports a virtual and phone-based advice model, you will be expected to be available on-site two days per week or as required by business demands at our Vancity Head Office.

How You'll Make an Impact:

• Leading, coaching, and developing a high-performing team of Wealth Planners who provide advice through a virtual and phone-based service model
• Building team culture, connection, engagement, and accountability across a virtual or hybrid work environment
• Conducting regular coaching, development, and performance conversations to support employee success and career growth
• Championing an advice-first culture focused on holistic conversations, comprehensive financial planning, and member financial well-being
• Coaching Wealth Planners on planning quality, discovery conversations, relationship-building, and appropriate solution recommendations
• Supporting advisors in navigating member conversations involving retirement planning, investments, cash flow planning, risk management, and wealth accumulation strategies
• Promoting consistent application of the Vancity Advice Plan and financial planning process across the team
• Monitoring planning quality, member outcomes, productivity, service levels, referrals, and business results to identify opportunities for improvement
• Using data and insights to support decision-making, improve member outcomes, and achieve business objectives
• Partnering with branch leaders, Wealth Advisors, and other stakeholders to strengthen referral pathways and create a seamless advice journey for members
• Creating opportunities for collaboration, knowledge-sharing, and best-practice exchange across the team
• Championing change initiatives, process improvements, new business strategies, and operational excellence
• Ensuring adherence to regulatory, compliance, risk management, and operational requirements while maintaining a strong member-first focus

What You’ll Bring to the Team:

• Post-secondary education in business, finance, financial planning, or a related field
• Minimum 5-7 years of experience within wealth management, financial planning, investment advisory, or a related financial services environment
• At least 2 years of leadership experience coaching, developing, or managing advice-based professionals
• Proven experience leading high-performing teams in a virtual, hybrid, contact centre, or geographically dispersed environment
• Deep understanding of comprehensive financial planning principles and wealth management practices
• Strong knowledge of investment products, retirement planning, risk management, cash flow planning, estate planning fundamentals, and tax-efficient wealth strategies
• Demonstrated ability to coach advisors through complex financial planning conversations and member scenarios
• Strong understanding of advice-based sales practices focused on member outcomes, relationship-building, and long-term financial well-being
• Proven ability to build engagement, trust, team culture, and accountability without day-to-day in-person interaction
• Strong communication, relationship-building, stakeholder management, and change leadership skills
• Ability to leverage data, performance insights, and coaching observations to improve planning quality, member experience, and business outcomes
• Strong understanding of regulatory, compliance, and risk management requirements within financial services and wealth management
• Mutual Fund License (IFIC or CSI) is required
• CFP, PFP, CIM, FCSI, CLU, or equivalent advanced financial planning or wealth management designation is preferred
• Securities licensing is considered an asset
  

Extra Skills That Set You Apart:

• Previous leadership experience in a multi-branch or distributed advisory environment
• Additional training or certification in coaching or adult education

You’ll Thrive Here If You Are:

• A Virtual Connector - You build trust, engagement, and belonging across teams even when people are not physically together.
• A Financial Planning Coach - You are confident coaching advisors on holistic planning conversations, technical planning quality, and member-centred advice.
• An Advice Champion - You believe exceptional member outcomes begin with meaningful conversations, trusted relationships, and a strong planning process.
• A People Developer - You are passionate about coaching, feedback, career development, and helping employees grow in capability and confidence.
• Collaborative - You build strong partnerships across branches, Wealth Advisors, Wealth Management Associates, and internal teams to support a seamless member experience.
• Adaptable - You lead through change with clarity, empathy, accountability, and a focus on continuous improvement.

We value lived experience, so if you are interested in this role, we encourage you to

What You’ll Earn:

This role offers a salary range of $86,400.00to$116,800.00per annum. The base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Why You’ll Love Working Here:

A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• Living Wage Employer: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Privacy Act (PIPA). For details, please see our dedicated Talent Programs job posting.

At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.

We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at [e-mail]. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.