Director Wealth Management

Director, Sunrise Wealth Management at Sunrise Credit Union

Location : Brandon, Manitoba, Canada

Position Close Date : November 30, 2025

Overview

As one of Manitoba’s fastest‑growing credit unions, Sunrise offers a culture of learning, innovation, and community impact. The Director of Wealth Management leads strategic and operational initiatives to strengthen client financial well‑being, grow investment portfolios, and enhance advisory excellence.

Key Accountabilities

Strategic Leadership & Business Growth

• Develop and implement the wealth and investment strategy aligned with the organization’s business plan.
• Set financial and growth targets for the wealth portfolio and monitor progress.
• Leverage data insights to drive client engagement, portfolio growth, and cross‑selling.
• Collaborate with Marketing and Business Development to promote wealth services.
• Identify new business opportunities and partnerships.

Advisory Leadership & Service Excellence

Compliance, Risk & Regulatory Oversight

Team Leadership & Development

Cross‑Functional Collaboration & Integration

Reporting & Analytics

Other Duties

Education & Qualifications

Preferred

Core Skills & Competencies

Why Sunrise?

Sunrise is committed to fair and meaningful employment within a safe and respectful workplace. Employees receive progressive HR practices, training, and comprehensive benefits. Diversity, pride, and motivation are foundational values that we expect leaders to embody.

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