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Vice President of Wealth Management Stoney Creek
Job Description & How to Apply Below
In this senior leadership role, you will be the architect of our Wealth Management strategy, overseeing operations, compliance, and business development. As the sales expert, you will promote financial planning, investment services, and insurance solutions while nurturing team growth. Your effective leadership will ensure adherence to standards while managing profitability and community engagement.
Key Responsibilities:
• Develop and execute the Wealth Management Strategy
• Oversee financial planning and investment services
• Lead and mentor wealth teams to enhance performance
• Guide marketing efforts and compliance standards
• Serve as primary contact with strategic partners
Requirements:
• 10-15 years’ leadership experience in Wealth Management
• CFP, CIM, CFA or equivalent designation
• Strong sales, business development, and analytical skills
• Detail-oriented with expertise in financial products
• Excellent communication and mentorship abilities
Bring your leadership and wealth expertise to First Ontario in Stoney Creek to drive impactful financial services.
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