Vice-President, Wealth & Advisory Services

Vice-President, Wealth & Advisory Services

Position Summary

As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.

Cambrian Credit Union is seeking a Vice-President, Wealth & Advisory Services, to join our integrated Senior Leadership Team.

As a member of the Senior Leadership Team, the Vice-President, Wealth & Advisory Services is responsible for leading Cambrian’s Wealth strategy, advisory capability, team development, member experience, and business performance. This role provides executive leadership across investments, retirement planning, financial planning, insurance, estate planning, and integrated advisory services. As a senior leader, you will help shape the future of advice at Cambrian by building a strong, planning-led culture that supports member financial well-being, strengthens trusted relationships, and delivers sustainable growth.

In the role of Vice-President, Wealth & Advisory Services, you will:

• Lead the growth, profitability, governance, and long-term success of Cambrian’s Wealth & Advisory Services business.
• Develop and execute long-term tactics that grow assets under administration, deepen member relationships, and expand access to comprehensive financial advice.
• Champion member's financial well-being with a consistent, planning-based advice model across the advisory team.
• Strengthen Cambrian’s ability to support members through retirement, investment, insurance, estate, and legacy planning needs.
• Modernize the wealth experience through digital enablement, advisor productivity tools, and integrated member service delivery.
• Build, coach, and develop a high-performing team that is engaged, accountable, and focused on meaningful member outcomes.
• Ensure strong compliance, risk management, governance, and operational practices across wealth activities.
• Collaborate across Cambrian to create seamless member experiences and support Cambrian’s broader growth strategy.

Your Education & Experience:

• Bachelor’s degree in Business Administration, Commerce, Finance, Economics, or related discipline
• 10 years of relevant retail financial services experience, with an emphasis on progressive sales leadership within wealth and investment services.
• Active participation in professional organizations is encouraged.
• At the Vice-President level, it is expected the incumbent will possess deep knowledge in the following competencies:
• Operational leadership and communications
• Enterprise sales management
• Wealth distribution and operations
• People leadership and change management
• Project management and business planning
• Financial management, budgeting & forecasting
• Strategic development & thought leadership
• Industry knowledge – wealth competition, regulation, policies and practices

Our Environment & Total Compensation:

Cambrian offers a work environment where teamwork and creative thinking are valued.In addition, we offer continuing professional development and a competitive total compensation package including:

• Extended health and dental benefit options, up to 80% employer-paid premiums dependent on which coverage level chosen
• Defined Contribution Pension Plan – matched at 6%
• Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAP
• Paid sick days, Paid emergency absent days
• Customized training, career development planning, and structured onboarding
• Staff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cards
• Annual Performance appraisals, merit increase reviews, and performance bonuses.

How to apply:

Please submit your application online (https://www.cambrian.mb.ca/about-us/careers). Your resume and cover letter must clearly illustrate how you meet these qualifications.

Cambrian Credit Union would like to thank all applicants for their interest, however, only those selected will be contacted.

Note: Cambrian Credit Union is an equal-opportunity employer. We welcome and encourage applications from individuals with diverse backgrounds, abilities, and experiences. Accommodation is available upon request for candidates taking part in all aspects of the selection process.

Applications will be accepted until 9am on November 9, 2026.