Head of Sustainable Wealth Management
Top Benefits
About the role
Our Story & Purpose: Vancity Sustainable Wealth Management With over $8.5B in AUA, Vancity’s Sustainable Wealth Management operates as a full- service Canadian wealth management division, bringing together in-house product development, investment management, financial planning, insurance, advisory, and member-facing wealth solutions into an integrated member-focused platform. The wealth business serves members across multiple delivery channels, including branch-based advisors, specialized wealth teams, discretionary portfolio management, digital and remote engagement, and strategic partnerships across retail, business and commercial banking. Vancity delivers holistic values-aligned advice that supports members at every stage of their financial lives while advancing sustainable investing, long-term financial resilience, and the organization’s broader community impact objectives. This is a unique opportunity to lead one of Canada’s most purpose-driven wealth management businesses. As Head (SVP), Sustainable Wealth Management, you will play a pivotal role in shaping the future of wealth advice and investment solutions for our members. You will have the opportunity to influence enterprise strategy, lead a talented team of professionals, and build innovative wealth solutions that create both financial prosperity and positive social impact.
Your Role in Supporting Our Members: As the Head (SVP), Sustainable Wealth Management, you will set the strategic direction and drive performance of Vancity’s Wealth Management division, including oversight of investment management and wealth product offerings. You will lead enterprise-wide growth initiatives, champion a member-centric and advice-based model, and ensure strong financial outcomes while advancing sustainable and community-focused wealth solutions. This role is ideal for an experienced executive leader with a strong track record in transforming and scaling multi-channel wealth businesses, who thrives in complex environments and is passionate about delivering long-term member value. This is a Full-time, Permanent role based at our Vancity head office and will report directly to the Executive leadership team. While this position provides a hybrid work arrangement, you will be expected to be on-site for events and business demands
How You'll Make an Impact: Developing a long-term vision for Sustainable Wealth Management aligned with Vancity’s broader strategic objectives Defining and executing a multi-year wealth strategy to drive market share growth, revenue performance, and service excellence across all delivery channels Accountable for the overall P&L and financial performance of the wealth management division Driving enterprise wealth sales and productivity strategies through advice-based models and data-driven insights Leveraging AI, CRM tools, and analytics to deepen member relationships and optimize outcomes Building and strengthening strategic partnerships across community and industry networks Partnering across Retail, Business and Commercial Banking, and enterprise teams to deliver integrated member solutions Building leadership capability, succession pipelines, and organizational capacity to support long-term growth and sustainability Ensuring strong governance, regulatory compliance, and risk management frameworks across all wealth activities Identifying and evaluating new business opportunities, partnerships, and acquisition opportunities to accelerate growth Leading the evolution of Vancity’s wealth value proposition to meet changing member needs and market dynamics
What You’ll Bring to the Team: 15+ years of progressive leadership experience in wealth and investment management Extensive experience leading large, multi-channel wealth businesses within a banking or credit union environment Proven track record of driving growth and sustained financial performance Demonstrated success leading organizational transformation, including digital enablement and operating model redesign Deep knowledge of investment products, financial planning, insurance, and regulatory frameworks Demonstrated ability to influence at the executive level and lead complex, enterprise-wide initiatives Undergraduate degree in Business, Finance, or a related field, with an MBA or equivalent advanced degree preferred Industry designations such as CFP, CIM, or CFA considered an asset Extra Skills That Set You Apart: Experience integrating digital wealth platforms and modern service delivery models Strong exposure to sustainable investing and ESG-focused strategies Established network within the Canadian wealth and investment ecosystem You’ll Thrive Here If You Are: Strategic Leader - You bring a long-term vision and translate strategy into impactful execution across the enterprise. Collaborative Influencer - You build strong partnerships and align diverse stakeholders to achieve shared outcomes. Member-Centric - You are deeply committed to delivering exceptional, values-driven experiences for members. Transformational Thinker - You embrace innovation and continuously evolve business models to stay ahead of industry change.
We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.
What You’ll Earn: This role offers a salary range of $242,000 to $299,250 per annum. The base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements. Why You’ll Love Working Here: A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive: Living Wage Employer: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers. Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs. Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time. Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness. Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from. Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone. Vancity Talent Programs: Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting. At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience. We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at recruitment@vancity.com. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.
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Head of Sustainable Wealth Management
Top Benefits
About the role
Our Story & Purpose: Vancity Sustainable Wealth Management With over $8.5B in AUA, Vancity’s Sustainable Wealth Management operates as a full- service Canadian wealth management division, bringing together in-house product development, investment management, financial planning, insurance, advisory, and member-facing wealth solutions into an integrated member-focused platform. The wealth business serves members across multiple delivery channels, including branch-based advisors, specialized wealth teams, discretionary portfolio management, digital and remote engagement, and strategic partnerships across retail, business and commercial banking. Vancity delivers holistic values-aligned advice that supports members at every stage of their financial lives while advancing sustainable investing, long-term financial resilience, and the organization’s broader community impact objectives. This is a unique opportunity to lead one of Canada’s most purpose-driven wealth management businesses. As Head (SVP), Sustainable Wealth Management, you will play a pivotal role in shaping the future of wealth advice and investment solutions for our members. You will have the opportunity to influence enterprise strategy, lead a talented team of professionals, and build innovative wealth solutions that create both financial prosperity and positive social impact.
Your Role in Supporting Our Members: As the Head (SVP), Sustainable Wealth Management, you will set the strategic direction and drive performance of Vancity’s Wealth Management division, including oversight of investment management and wealth product offerings. You will lead enterprise-wide growth initiatives, champion a member-centric and advice-based model, and ensure strong financial outcomes while advancing sustainable and community-focused wealth solutions. This role is ideal for an experienced executive leader with a strong track record in transforming and scaling multi-channel wealth businesses, who thrives in complex environments and is passionate about delivering long-term member value. This is a Full-time, Permanent role based at our Vancity head office and will report directly to the Executive leadership team. While this position provides a hybrid work arrangement, you will be expected to be on-site for events and business demands
How You'll Make an Impact: Developing a long-term vision for Sustainable Wealth Management aligned with Vancity’s broader strategic objectives Defining and executing a multi-year wealth strategy to drive market share growth, revenue performance, and service excellence across all delivery channels Accountable for the overall P&L and financial performance of the wealth management division Driving enterprise wealth sales and productivity strategies through advice-based models and data-driven insights Leveraging AI, CRM tools, and analytics to deepen member relationships and optimize outcomes Building and strengthening strategic partnerships across community and industry networks Partnering across Retail, Business and Commercial Banking, and enterprise teams to deliver integrated member solutions Building leadership capability, succession pipelines, and organizational capacity to support long-term growth and sustainability Ensuring strong governance, regulatory compliance, and risk management frameworks across all wealth activities Identifying and evaluating new business opportunities, partnerships, and acquisition opportunities to accelerate growth Leading the evolution of Vancity’s wealth value proposition to meet changing member needs and market dynamics
What You’ll Bring to the Team: 15+ years of progressive leadership experience in wealth and investment management Extensive experience leading large, multi-channel wealth businesses within a banking or credit union environment Proven track record of driving growth and sustained financial performance Demonstrated success leading organizational transformation, including digital enablement and operating model redesign Deep knowledge of investment products, financial planning, insurance, and regulatory frameworks Demonstrated ability to influence at the executive level and lead complex, enterprise-wide initiatives Undergraduate degree in Business, Finance, or a related field, with an MBA or equivalent advanced degree preferred Industry designations such as CFP, CIM, or CFA considered an asset Extra Skills That Set You Apart: Experience integrating digital wealth platforms and modern service delivery models Strong exposure to sustainable investing and ESG-focused strategies Established network within the Canadian wealth and investment ecosystem You’ll Thrive Here If You Are: Strategic Leader - You bring a long-term vision and translate strategy into impactful execution across the enterprise. Collaborative Influencer - You build strong partnerships and align diverse stakeholders to achieve shared outcomes. Member-Centric - You are deeply committed to delivering exceptional, values-driven experiences for members. Transformational Thinker - You embrace innovation and continuously evolve business models to stay ahead of industry change.
We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.
What You’ll Earn: This role offers a salary range of $242,000 to $299,250 per annum. The base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements. Why You’ll Love Working Here: A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive: Living Wage Employer: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers. Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs. Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time. Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness. Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from. Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone. Vancity Talent Programs: Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting. At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience. We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at recruitment@vancity.com. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.