Vice President, Wealth

Hamilton, ON, Canada

Salary Range: $169,238 to $211,548 annually. · Full-time

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Job details

Pay: Salary Range: $169,238 to $211,548 annually.
Job type: Full-time
Apply by: Nov 7, 2026
Posting language: English
Posted: Oct 8, 2026

Original job description

Why FirstOntario?

Competitive compensation packages
Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account
Enhanced mental health benefits through SunLife and TELUS Health
Exclusive banking benefits
Up to $1000 per year towards professional development
Pension Plan
Flex-work environment
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program

Job Overview

The Vice President, Wealth Management is the sales leader that oversees all aspects of the Wealth Management business unit of FirstOntario and leads the team to grow and develop into experts in their field.

Role

Develop, execute and lead the organization's Wealth Management Strategy a sales strategy to market our products and services within the communities we serve by educating and promoting our offerings
Oversee all aspects of Wealth Management business for FirstOntario including financial planning services, in-branch mutual fund sales, Private Wealth Advisory, Insurance Advice and sales, online brokerage, Robo advice and Trust and Estate Services
Lead and provide guidance in the development and management of wealth teams, compensatio modelling, business processing, compliance, wealth marketing and sales management to ensure expected returns are met
Provide guidance and support to ensure staff adhere to FirstOntario and Aviso operating standards and risk management policies, procedures, pricing and fee practices
Lead and encourage sales activities and community awareness through participation in various community and business events and networking activities to develop relationships with FirstOntario
Enthusiastically be responsible for the sales, fulfillment and administration of the Wealth business lines and manage profitability
Act as the lead expert and contributor on all wealth related matters and provide guidance on coaching and training related to developing a strong Wealth Management skill set within the credit union
Act as the lead and primary contact with FirstOntario Wealth strategic partners and third party suppliers including Aviso Wealth, NEI Investments, Concentra, CUMIS and other mutual fund companies and insurance companies.
Manage ad-hoc requests for various Wealth sales opportunities and proposals
Develop and deliver business cases and presentations to executive level management and provide strategic financial advice
Be a part of strategic initiatives in the development of new technologies, processes and innovation that improves member experience and profitability through sales and service
Carefully manage resources to meet the business operations budget, business plan objectives, and service level agreement monitoring variances and taking action to ensure targets are met
Impart your expert knowledge on staff and colleagues by being a natural mentor to help them stay on top of the evolving business environment
Consider health & safety as a primary concern to ensure the overall well-being of yourself and your team
Perform other duties as required

Required Skills

A post-secondary diploma or degree in business, finance or related field or an equivalent combination of education and experience which includes a CFP, CIM or CFA designation, a securities license (RR) and ten to fifteen (10-15) years of leadership experience in Wealth Management, investments and insurance
Be extremely knowledgeable about all aspects of Wealth Management business, and enjoy staying ahead of the market changes and leading best practises
Possess effective and professional sales and business development skills
Have strong analytical skills and a demonstrated ability to navigate through complex market conditions
Be an expert in Wealth products and services including face-to-face, online, mobile, teleservice and other channels by utilizing your extensive experience within the financial services industry
Have proven expertise growing a high performing team, with a focus on coaching and mentorship
Be forward thinking and strategic when it comes to wealth management business and how to ultimately advance the credit union
Share your knowledge about securities, mutual funds and insurance operations, procedures, CRMs and sales processing systems
Be detail-oriented, analytical, and have an incredible passion for ensuring the accuracy of data
Enjoy a challenge when it comes to complex investment and insurance issues and be resourceful in ways to find innovative solutions
Be quick to respond to requests for service from all of your clients
Inherently demonstrate a high level of integrity, confidentiality and trustworthiness
Have superior communication, interpersonal skills and presentation skills that can be adapted to your audience
Embrace the philosophy of lifelong learning
Be proficient with computer software including but not limited to MS Office
Be flexible and adaptable to changing priorities
Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario and Aviso policies and procedures

This role is hybrid in Stoney Creek, ON.

This posting is for an existing vacancy.

Salary Range: $169,238 to $211,548 annually.

Compensation for this role reflects a combination of skills, experience, and internal equity. Those whose experience more closely aligns the role's requirements may be placed higher within the salary range. You will learn more about FirstOntario Credit Union's total rewards package during the interview process.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

#FOSJ

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More about this job

Responsibilities

Lead FirstOntario’s Wealth Management business and strategy, overseeing financial planning, investment, insurance, brokerage, and trust services while driving sales, profitability, and community engagement. Develop and mentor high-performing teams, manage strategic partners and budgets, ensure compliance and risk controls, and advise executive leadership on business cases and strategic initiatives.

Requirements

Requires a post-secondary diploma or degree in business, finance, or a related field, or equivalent education and experience, along with a CFP, CIM, or CFA designation and a securities license (RR). Candidates should have 10–15 years of leadership experience in wealth management, investments, and insurance, with strong sales, analytical, strategic, communication, compliance, and team-development capabilities.

Skills

Wealth Management
Sales Leadership
Strategic Planning
Business Development
Financial Planning
Investment Management
Insurance
Team Leadership
Coaching and Mentorship
Risk Management
Regulatory Compliance
Financial Analysis
Budget Management
Relationship Management
Communication and Presentation
Data Accuracy

Benefits

Competitive Compensation
Health and Wellness Benefits
Health Spending Account
Personal Spending Account
Enhanced Mental Health Benefits
Exclusive Banking Benefits
Professional Development Funding
Pension Plan
Flexible Work Environment
Employee Volunteer Program
Employee and Family Assistance Program

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Mutual Funds
Private Wealth Advisory
Insurance
Online Brokerage
Robo Advice
Trust and Estate Services
CFP
CIM
CFA
Securities License
RR License
Aviso Wealth
NEI Investments
Concentra
CUMIS
Sales Strategy
Business Development
Risk Management
Regulatory Compliance
Compensation Modeling
Business Processing
Wealth Marketing
Budget Management
Business Cases
Strategic Partnerships
Member Experience
MS Office

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