Wealth Strategy AVP

A prominent financial institution in Winnipeg seeks an Associate Vice President (AVP) for Wealth, responsible for leading a team in delivering personalized financial planning and advice. The ideal candidate must have a strong background in the Wealth Advice industry and the ability to coach and develop team members towards success. This role emphasizes...

A prominent financial institution in Winnipeg seeks an Associate Vice President (AVP) for Wealth, responsible for leading a team in delivering personalized financial planning and advice. The ideal candidate must have a strong background in the Wealth Advice industry and the ability to coach and develop team members towards success. This role emphasizes...

Job Description Job Description Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned...

Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned with ACU’s values. In...

Job Description Job Description Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned...

Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned with ACU’s values. In...

Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned with ACU’s values. In...

Reporting to Vice President, ACU Wealth, the AVP is responsible for supporting the development of operational and business plans, and accountable to the execution of annual business plans which support Assiniboine Credit Union / Caisse Assiniboine (ACU) in achieving its strategic goals, vision, mission, purpose and are aligned with ACU's values. In addition,...

**ROLE OVERVIEW** Reporting to the AVP, ACU Wealth, the Manager, Wealth Advisors is responsible for the operations and support of in branch/hybrid Wealth Advisors to ensure the delivery of an exceptional and consistent Wealth Management experience. The role is responsible for driving Assets Under Management (AUM), Revenue and KPI and works with Wealth...

**Responsibilities**: - Communicate with clients professional legal and accounting advisors to discuss issues and recommendations - Prepare presentation slides, newsletters and client communication pieces on various investment and wealth planning topics and strategies - Assistance in implementing tax loss selling and other yearend tax strategies Knowledge,...