SWM Advisory Admin Team Lead Elevate Member Experience

A leading financial services provider in Vancouver is looking for a Team Manager to lead their SWM Advisory Admin team. This full-time, permanent position requires a strong leader with at least 5 years in wealth management operations and 2 years in a leadership role. You will be responsible for overseeing daily operations, providing training, and enhancing...

Team Manager, SWM Advisory Admin at Vancity As the Team Manager, SWM Advisory Admin, you will lead a team of administrators to ensure seamless day‑to‑day operations and service delivery within Sustainable Wealth Management. You’ll provide guidance, technical expertise, and process improvements that enable informed decision‑making and enhance member...

Team Manager, SWM Advisory Admin at Vancity As the Team Manager, SWM Advisory Admin , you will lead a team of administrators to ensure seamless day‑to‑day operations and service delivery within Sustainable Wealth Management. You’ll provide guidance, technical expertise, and process improvements that enable informed decision‑making and enhance member...

**About Vancity** Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing...

Direct message the job poster from de Weerdt Consulting Inc. Exciting update from de Weerdt Consulting Inc.! As we prepare for our next stage of growth, I’m forming a small Advisory Board to provide strategic insights and help guide the firm’s evolution. de Weerdt Consulting is a micro‑boutique consulting firm specializing in tailored growth strategy...

Exciting update from de Weerdt Consulting Inc.As we prepare for our next stage of growth, I'm forming a small Advisory Board to provide strategic insights and help guide the firm's evolution.de Weerdt Consulting is a micro-boutique consulting firm specializing in tailored growth strategy support for internal strategy teams, investors/PE firms, start-ups, and...

Direct message the job poster from de Weerdt Consulting Inc. Exciting update from de Weerdt Consulting Inc.! As we prepare for our next stage of growth, I’m forming a small Advisory Board to provide strategic insights and help guide the firm’s evolution. de Weerdt Consulting is a micro‑boutique consulting firm specializing in tailored growth strategy...

Direct message the job poster from de Weerdt Consulting Inc. Exciting update from de Weerdt Consulting Inc.! As we prepare for our next stage of growth, I’m forming a small Advisory Board to provide strategic insights and help guide the firm’s evolution. de Weerdt Consulting is a micro‑boutique consulting firm specializing in tailored growth strategy...

Direct message the job poster from de Weerdt Consulting Inc. Exciting update from de Weerdt Consulting Inc.! As we prepare for our next stage of growth, I’m forming a small Advisory Board to provide strategic insights and help guide the firm’s evolution. de Weerdt Consulting is a micro‑boutique consulting firm specializing in tailored growth strategy...

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