Wealth Management AVP at Assiniboine Credit Union

Lead change in the Wealth Management sector as AVP with Assiniboine Credit Union. Champion community values while developing strategies that drive business growth and member satisfaction.

As the Assistant Vice President, your responsibilities include guiding teams to excel in delivering tailored financial advice. You will be instrumental in setting performance metrics and streamlining operational efficiency. Engage with diverse communities while enhancing ACU’s compliance and service delivery standards.

Key Responsibilities:

• Mentor Advisors for client engagement and excellence

• Build a proactive advice culture for members

• Manage risk and compliance in departmental operations

• Inform annual budgeting aligned with strategic goals

• Support continuous education and accreditation for team members

Requirements:

• 5 years experience in Wealth Advice

• Mandatory Financial Planning Designation

• Leadership experience is advantageous

• Possess strong ethical and analytical skills

• French language skills are a bonus

Drive member loyalty and operational success in your role at ACU Wealth.
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