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Wealth Team Manager - Virtual Coaching & Growth
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-09-01
Listing for:
Vancity (2.0)
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
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.
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