Director Wealth Management

Director, Sunrise Wealth Management at Sunrise Credit Union

Location:

Brandon, Manitoba, Canada
Position Close Date:
November 30, 2025

As one of Manitoba’s fastest‑growing credit unions, Sunrise offers a culture of learning, innovation, and community impact. The Director of Wealth Management leads strategic and operational initiatives to strengthen client financial well‑being, grow investment portfolios, and enhance advisory excellence.

• Strategic Leadership & Business Growth
  • Develop and implement the wealth and investment strategy aligned with the organization’s business plan.
  • Set financial and growth targets for the wealth portfolio and monitor progress.
  • Leverage data insights to drive client engagement, portfolio growth, and cross‑selling.
  • Collaborate with Marketing and Business Development to promote wealth services.
  • Identify new business opportunities and partnerships.
• Advisory Leadership & Service Excellence
  • Oversee delivery of personalized financial planning and investment solutions.
  • Ensure unbiased, ethical, and compliant advice.
  • Maintain high service quality and compliance standards.
  • Partner with internal teams across retail, wealth, and digital channels.
• Compliance, Risk & Regulatory Oversight
  • Develop and review policies ensuring regulatory compliance.
  • Oversee licensing, continuing education, and regulatory adherence for advisors.
  • Maintain documentation, disclosure, and audit readiness.
  • Collaborate with Risk, Compliance, and Audit teams to mitigate issues.
• Team Leadership & Development
  • Lead, coach, and develop Wealth and Financial Advisors.
  • Review employee development and succession plans.
  • Support career growth through mentorship and training.
  • Conduct performance reviews and support licensing pursuits.
• Cross‑Functional Collaboration & Integration
  • Collaborate with branch and regional managers to identify member needs.
  • Work with marketing and communications for cohesive messaging.
  • Participate in enterprise projects and technology initiatives.
• Reporting & Analytics
  • Develop performance metrics and dashboards.
  • Analyze trends in demographics, product performance, and market competitiveness.
  • Prepare updates for executive leadership and the board.
• Other Duties
  • Represent Sunrise at community and industry events.
  • Monitor financial markets, regulatory changes, and investment trends.
  • Perform additional duties as assigned by the Chief Member Experience & Brand Officer.

• Post‑secondary diploma or degree in Finance, Business Administration, or Commerce.
• 8–10 years in wealth management or advisory services, with at least 3 years in a leadership role.
• Active or eligible for Mutual Funds, IIROC, or Life Insurance license (MFDA, LLQP, or equivalent).
• Strong understanding of financial markets and portfolio management.
• Completion of a professional designation (CFP, CIM, or PFP).

• Experience in a credit union or cooperative environment.
• Advanced coursework in leadership, compliance, or financial advisory management.
• Familiarity with CRM systems, financial planning software, and data visualization tools (e.g., Power BI).

• Strong leadership and coaching abilities.
• Deep knowledge of wealth management and financial planning practices.
• Strong compliance and risk orientation.
• Excellent business acumen and strategic alignment.
• Exceptional communication, relationship management, and presentation skills.
• Analytical, data‑driven decision‑making.
• Critical thinking to evaluate complex situations.
• Highly motivated self‑starter with strong accountability.
• Strategic thinking to anticipate market and client needs.
• Knowledge of investment technology and digital wealth platforms.
• Experience developing business cases or partnership proposals.
• Public speaking and community engagement experience.

Sunrise is committed to fair and meaningful employment within a safe and respectful workplace. Employees receive progressive HR practices, training, and comprehensive benefits. Diversity, pride, and motivation are foundational values that we expect leaders to embody.