Vice President of Wealth Management Stoney Creek

Lead and innovate within First Ontario as Vice President of Wealth Management. Drive sales strategies and enhance team expertise in a hybrid work environment focused on community engagement.

First Ontario Credit Union is seeking a Vice President to helm its Wealth Management unit in Stoney Creek, Ontario. This leadership role encompasses a strategic focus on financial planning services, mutual fund sales, and advisory solutions. You will oversee team development, sales management, and community initiatives, ensuring adherence to compliance and operational standards.

Key Responsibilities:

• Develop and implement wealth management sales strategy

• Oversee financial planning and investment advisory services

• Lead team development and compensation modeling

• Manage compliance, marketing, and sales functions

• Foster community relationships through events and networking

Requirements:

• 10-15 years of leadership in Wealth Management

• Relevant financial certification (CFP, CIM, CFA)

• Strong analytical and business development skills

• Proven experience mentoring high-performing teams

• Excellent communication and interpersonal abilities

Your expertise in wealth management and community engagement will drive First Ontario's success.
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