Director Wealth ManagementSunrise Credit Union • Brandon, MB, CA

Director Wealth Management

Sunrise Credit Union • Brandon, MB, CA

30+ days ago

Job type

Full-time

Job description

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

Oversee delivery of personalized financial planning and investment solutions.

Ensure unbiased, ethical, and compliant advice.

Maintain high service quality and compliance standards.

Partner with internal teams across retail, wealth, and digital channels.

Compliance, Risk & Regulatory Oversight

Develop and review policies ensuring regulatory compliance.

Oversee licensing, continuing education, and regulatory adherence for advisors.

Maintain documentation, disclosure, and audit readiness.

Collaborate with Risk, Compliance, and Audit teams to mitigate issues.

Team Leadership & Development

Lead, coach, and develop Wealth and Financial Advisors.

Review employee development and succession plans.

Support career growth through mentorship and training.

Conduct performance reviews and support licensing pursuits.

Cross‑Functional Collaboration & Integration

Collaborate with branch and regional managers to identify member needs.

Work with marketing and communications for cohesive messaging.

Participate in enterprise projects and technology initiatives.

Reporting & Analytics

Develop performance metrics and dashboards.

Analyze trends in demographics, product performance, and market competitiveness.

Prepare updates for executive leadership and the board.

Other Duties

Represent Sunrise at community and industry events.

Monitor financial markets, regulatory changes, and investment trends.

Perform additional duties as assigned by the Chief Member Experience & Brand Officer.

Education & Qualifications

Post‑secondary diploma or degree in Finance, Business Administration, or Commerce.

8–10 years in wealth management or advisory services, with at least 3 years in a leadership role.

Active or eligible for Mutual Funds, IIROC, or Life Insurance license (MFDA, LLQP, or equivalent).

Strong understanding of financial markets and portfolio management.

Completion of a professional designation (CFP, CIM, or PFP).

Preferred

Experience in a credit union or cooperative environment.

Advanced coursework in leadership, compliance, or financial advisory management.

Familiarity with CRM systems, financial planning software, and data visualization tools (e.g., Power BI).

Core Skills & Competencies

Strong leadership and coaching abilities.

Deep knowledge of wealth management and financial planning practices.

Strong compliance and risk orientation.

Excellent business acumen and strategic alignment.

Exceptional communication, relationship management, and presentation skills.

Analytical, data‑driven decision‑making.

Critical thinking to evaluate complex situations.

Highly motivated self‑starter with strong accountability.

Strategic thinking to anticipate market and client needs.

Knowledge of investment technology and digital wealth platforms.

Experience developing business cases or partnership proposals.

Public speaking and community engagement experience.

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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Director Wealth Management • Brandon, MB, CA

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