Team Manager, Wealth Solutions

Our Story & Purpose:

Were 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. Weve made bold commitments to become net-zero by 2040 across all mortgages and loans and were actively pursuing strategies in Indigenous banking and financial resilience for our members.

As the largest private sector Living Wage Employer in Canada were proud to be consistently recognized as one of the countrys Top Employers. If youre ready to join our team of 2300 diverse individuals access competitive rewards and benefits and be part of a greater movement - apply today!

Your Role in Supporting Our Members:

As a Team Manager Wealth Solutions you will play a key leadership role by coaching and supporting a team of financial planning professionals to deliver highâquality valuesâdriven financial advice - including socially responsible investing options. You will drive business growth for Sustainable Wealth Management cultivate exceptional member experiences strengthen the capabilities of your team and partner closely with the Regional Manager to advance strategic priorities. This role is ideal for a collaborative relationshipâfocused leader with strong financial expertise and a passion for memberâcentric wealth management.

This is a Full-time Permanent role based at our assigned branches within the Tri-cities Fraser Valley and North Burnaby. This role will report directly to the Regional Manager Wealth Solutions and enjoy hybrid working arrangements which can be fulfilled primarily from your Lower Mainlandbased home office and your assigned branches. Periodically in-person events or activities will be required of you.

How Youll Make an Impact:

• Supporting and executing sales strategies and tools that enable delivery of quality investment and financial advice incorporating sustainable solutions
• Building business and financial planning acumen of Sustainable Wealth Management staff to elevate the member experience
• Delivering targeted sales net earnings and referral objectives for the wealth solutions business line
• Monitoring and managing service delivery problem resolution and adherence to service standards for member financial planning needs
• Assisting the Regional Manager with developing and executing plans to achieve Sustainable Wealth Management financial objectives
• Building the capability of direct reports through coaching performance development and agile leadership
• Providing guidance and support for complaint resolution and handling escalated member issues
• Traveling between assigned branches to meet coach and support planners
  
  

What Youll Bring to the Team:

• Post-secondary degree in business administration or a related field
• Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation
• 35 years of financial industry experience in areas such as investment banking financial advisory life insurance wealth management retail lending or retail banking
• Demonstrated people leadership experience including coaching performance management and team development
• Strong communication and relationship-building skills to support cross-functional collaboration
• Proven ability to analyze complex challenges make sound decisions and implement innovative business solutions
  
  

Extra Skills That Set You Apart:

• Experience managing an IIROC or MFDA platform
• Previous leadership experience in a multi-branch or distributed advisory environment
• Additional training or certification in coaching or adult education
  
  

Youll Thrive Here If You Are:

• Collaborative able to build strong relationships and foster trust across teams.
• Adaptable comfortable leading through change and shifting business needs.
• Strategic able to balance business goals compliance obligations and member experience.
• Solutionsâoriented skilled at navigating complex issues and guiding others through resolution.
  

We value lived experience so if you are interested in this role we encourage you to apply even if you feel your skills dont perfectly align with those listed.

What Youll Earn:

This role offers a salary range of$86400 to $106680 per 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 Youll Love Working Here:

A career at Vancity is more than just a job youre 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: Were the largest private-sector Living Wage Employer in Canada and consistently ranked among Canadas 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 BCs 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 Protection Act (PIPA). For details please see our dedicated Talent Programs job posting.

At Vancity were 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 Were 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.

Required Experience:

Manager