Posted 12 days ago
Manager of Wealth Services
@ Weyburn Credit Union Limited
Weyburn, Saskatchewan
Overview
Weyburn Credit Union Limited is hiring a full-time Manager of Wealth Services to lead and develop a team of wealth professionals, grow the wealth management business, and deliver financial planning advice to members. The role combines people leadership, business development, relationship management and regulatory oversight.
Responsibilities:
- Lead and develop a team of wealth professionals
- Support sustainable business growth in wealth services
- Ensure high-quality financial planning and advice for members
- Strengthen member relationships and identify growth opportunities
- Provide regulatory and compliance oversight
Requirements summary:
- Two-year post-secondary diploma in business, finance or related field
- Seven years of progressive wealth management or financial services experience
- Experience leading, coaching and developing employees
- Strong business development and relationship-management skills
- Knowledge of wealth regulations, professional standards and risk management
Tools & skills
Source and dates
Job-board feed · saskjobs
- Employer posting date
- 2026-10-28
- First seen by our source
- 2026-10-30
- Source record updated
- 2026-10-30
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Manager |
| Department | Business development |
| Experience | 7+ years |
| Manages people | Yes |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Physical demands | physical low · computer moderate |
| Education | College diploma (required) |
| Fields of study | business administration, finance, economics, financial planning |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Weyburn Credit Union Limited
| Field | Value |
|---|---|
| Open jobs on Jobsy | 2 |
Description
Were looking for a Manager of Wealth Services to provide leadership and strategic direction for our wealth management business. This role will lead and develop a team of wealth professionals, support sustainable business growth, and ensure members receive high-quality financial planning and wealth management advice that helps them achieve their financial goals.
Working collaboratively across WCU, the Manager of Wealth Services will strengthen member relationships, identify opportunities to grow and enhance our wealth services, and foster a culture of collaboration, accountability, and service excellence. The successful candidate will bring together strong people leadership, business development, relationship management, and regulatory oversight while keeping member value at the centre of decision-making.
Your SPARK (Qualifications):
A minimum two-year post-secondary diploma in business administration, finance, economics, financial planning, or a related field.
A recognized financial planning or wealth management designation, such as the Certified Financial Planner designation, would be considered an asset.
A minimum of seven years of progressive experience in wealth management, financial planning, investments, or the broader financial services industry.
Demonstrated experience leading, coaching, and developing employees.
Strong business development and relationship-management skills, with the ability to identify growth opportunities while maintaining a member-focused approach.
Experience leading a wealth management function, supporting business growth, or building strong member relationships would be considered an asset.
Sound knowledge of wealth management regulations, professional standards, risk management, compliance, and responsible advice practices.
Strong communication, collaboration, planning, and decision-making skills.
Equivalent combination of education, professional designations, and experience may be considered.
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