City : Vancouver

Industry : Financial/Banking

Employer : Vancity

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 EVP, Inclusive Banking and Sustainable Wealth. 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