Wealth Team Manager - Virtual Coaching & Growth

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

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.