Posted 2 months ago
Vice President, Wealth
@ FirstOntario Credit Union
Hamilton, Ontario
Overview
FirstOntario Credit Union is hiring a Vice President, Wealth Management to lead the sales strategy and oversee all wealth business lines and partners. The role is full-time, hybrid in Stoney Creek, ON, with a salary of $169,238 to $211,548 annually. The posting also lists a pension plan, health and mental health benefits, and up to $1000 per year for professional development.
Pay:
$169,238–$211,548 a year
Responsibilities:
- Lead the wealth management strategy and sales strategy
- Oversee wealth business lines including financial planning, mutual funds, insurance and trust services
- Manage wealth teams, compliance and profitability
- Coach and mentor staff in wealth management skills
- Manage relationships with strategic partners and suppliers
Requirements summary:
- Post-secondary diploma or degree in business, finance or related field
- CFP, CIM or CFA designation and securities license (RR)
- 10 to 15 years of leadership experience in wealth management, investments and insurance
- Strong sales, analytical and presentation skills
- Proven experience growing high-performing teams
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · prevue
- Employer posting date
- 2026-09-01
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-16
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Lead |
| Department | Business operations |
| Experience | 10+ years |
| Management experience | 10+ years |
| Manages people | Yes |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CFP, CIM, CFA, RR |
| Education | Bachelor’s degree (required) |
| Fields of study | Business, Finance |
| Perks mentioned | Retirement plan, Wellness, Home office allowance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
FirstOntario Credit Union
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
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Full company description
When you do your everyday transactions, borrowing and investing with FirstOntario, you’re not just a member, you’re an owner. By joining FirstOntario, you become part of a special kind of organization – one that shares its profits and decision-making with the people who use its services. With FirstOntario, you have a relationship with decision-makers from your own community, and you have a say in how we’re governed. Today, FirstOntario Credit Union serves more than 115,000 Members with a full suite of banking products and has 29 locations serving 14 communities within the Hamilton, Halton, Niagara, Haldimand/Norfolk and Oxford regions.
- LinkedIn followers
- 11,946
- People associated on LinkedIn
- 594
- Reported office locations
- 970 S Service Rd, Hamilton, ON L8E 6A2, CA
- Other recorded names
- FirstOntario Credit Union
- Profile identifies a recruitment agency
- No
When you do your everyday transactions, borrowing and investing with FirstOntario, you’re not just a member, you’re an owner. By joining FirstOntario, you become part of a special kind of organization – one that shares its profits and decision-making with the people who use its services. With FirstOntario, you have a relationship with decision-makers from your own community, and you have a say in how we’re…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 201-500 employees |
| Headquarters | Hamilton, ON |
| Organization type | Privately Held |
| Year founded | 1939 |
| Open jobs on Jobsy | 22 |
| View page |
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.
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