Job Posting Details

Senior Manager - Wealth Management, Kawartha Credit Union

Location:Peterborough, Ontario
Posting Date:September 27, 2018
Closing Date:until filled
Web Site:www.kawarthacu.com
Employment Type:Full-time

Reporting to the Chief Operating Officer you will:

  • Oversee the administration, supervision and operation of a profitable wealth management portfolio ensuring the delivery of exceptional member experience in relation to all wealth management activities.

  • Develop and execute strategic initiatives.

  • Provide sales leadership to direct reports and coaching assistance to Branch Managers who directly manage Investment Specialists and Investment Representatives.

Qualifications Required:

  • Certified Financial Planner (CFP) designation and/or Chartered Financial Analyst (CFA) designation

  • Post-secondary education in business, finance, or economics

  • Extensive experience in the financial services industry, with at least 10 years of progressive experience in wealth management

  • Experienced sales leader

  • Experience with strategy and product development

  • Proven success with problem resolution

  • Expert knowledge of all financial planning components (financial management, tax planning, asset management, risk management, retirement planning and estate planning)

  • Solid business acumen, with extensive knowledge of the financial industry include competitor offerings, market trends, and the regulatory environment

  • Strategic thinker

  • Expert leadership and relationship building skills

  • Proven ability to coach, mentor and develop others

  • Advanced conflict resolution, problem solving and decision making skills

  • Advanced change management leadership

  • Proven ability to manage multiple projects

  • Advanced written and verbal communications skills

  • Demonstrated success with business development and prospecting activities

  • An enthusiastic team player and proactive self-starter