Vice President, Wealth Management - Remote

Overview

The Vice President, Wealth Management at YNCU is responsible for overseeing the Enterprise Strategy for Wealth, ensuring sound advice delivery, financial performance, operational efficiency, and compliance within the Wealth business.

In Short

• Reports to the CEO and oversees the Wealth team.
• Responsible for strategic and operational leadership of the wealth management business.
• Accountable for implementing organization strategies and policies.
• Leads promotions, sales, and delivery of wealth management products.
• Identifies opportunities and collaborates with internal and external networks.
• Ensures adherence to compliance and regulatory requirements.
• Provides leadership in performance management and employee engagement.
• Develops a vision for the future of wealth management.
• Participates in strategic planning and policy development.
• Advocates for wealth in all business development plans.

Requirements

• Bachelor’s degree in Finance.
• 10+ years of Wealth Management Experience.
• Extensive knowledge of banking and Credit Union operations in Canada.
• Demonstrated strategic and analytical skills.
• Experience in a financial institution is an asset.
• Ability to travel to all YNCU locations.
• Must be bondable.

Benefits

• Leadership development opportunities.
• Engaging work environment.
• Collaboration with a dedicated team.
• Opportunities for community involvement.
• Focus on employee engagement and retention.