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 largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today!
Your Role in Supporting Our Members:
Are you a seasoned wealth management professional? Vancity is looking for a natural leader with a solid foundation track record of management, allowing for effective coaching and mentorship to be given to the team of Wealth Planners and Wealth Advisors. You will bring to the role a solid reputation in the industry; a platform from which you will build and maintain relationships, maintaining a strong referral network internally and externally. You will develop community and member relationships aligned with Vancity’s strategic objectives.
This is a Full-time, Permanent role and this role reports directly to the Director, Wealth Solutions. This competitively rewarded role will enjoy hybrid working arrangements which can be fulfilled primarily from the Vancity branches in the Vancouver region and your Lower Mainland based home office. Periodically, in-person events or activities will be required of you.
How You'll Make an Impact:
- Developing and executing strategies and the use of tools to enable delivery of quality investment and financial advice that meet members' needs, incorporating sustainable solutions to balance business opportunities and risk and drive profitable Sustainable Wealth Management (SWM) business growth
- Achieving AUM growth, net earnings and referral objectives for the wealth solutions business line aligned to Vancity Values and Vision
- Maintaining relationships with key partners to optimize service levels, investment knowledge and maximize earnings
- Building a team of increasingly capable direct reports, including moving talent where we need them when we need them and exercising agile and change leadership
- Continuously improving and innovating processes
- Travelling between branches to meet and coach advisors
What You’ll Bring to the Team:
- A Certified Financial Planner designation
- Post secondary degree in business administration.
- 5-7 years of financial industry experience in any one of the following: commercial lending, investment banking, financial advisory, life insurance, wealth management, retail lending, retail banking
Extra Skills That Set You Apart:
- Experience in Management of an IIROC or MFDA platform is asset.
- Former People Leadership experience
- Furthered training in Coaching and Training
You’ll Thrive Here If You Are:
- A Collaborator with great communication skills - You are able to build strong relationships and partnerships with stakeholders, team members, members, vendors and peers. Lead discussions, listen and ask the right questions to ensure requirements are met. Express and communicate with others verbally at an advanced level; recognizing that verbal communication is more than just language - it includes tone, style and structure. Through these skills, you'll develop, maintain, and strengthen partnerships with others inside or outside the organization.
- A Natural Leader - you have people leadership skills to manage reporting team leads and technical/transactional staff and carry out all people practices.
- A Planner and Coordinator- you possess the skills to develop operating plans, processes, methods and standards for a unit and to coordinate delivery of programs and services.
- A Decisive Problem Solver- you have confidence in the knowledge and experience you possess. You use these to influence your decision making, to diagnose challenges and issues, develop innovative business solutions and assess risks and opportunities that may affect the unit and or designated unit.
We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.
What You’ll Earn:
This role offers a starting salary of $108,500 to $127,700 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 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 Protection 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 recruitment@vancity.com. 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.
