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 Advisors to segment their book of business, maintain a consistent contact strategy and to build relationships within their branches and referral network. Working collaboratively with other Wealth Leaders, this role is responsible to develop and execute the business plan for the mid-tier Wealth area, while also supporting the other Wealth Channels. The Manager supports ACU’s commitment to rural and agricultural communities, francophone services, values-based banking, and ACU’s triple bottom line accountability to people, planet, and prosperity.

KEY ACCOUNTABILITIES

Leadership

• Lead, develop and mentor high-performing teams to achieve and exceed expectations while coaching employees to realize their professional development goals

• Engage with purpose, lead by example, provide feedback, coach, commit to regular one-on-ones and team meetings.

• Maintain overall department service levels and standards, ensuring team capabilities support the delivery and execution of strategic and operational plans.

• Identify and leverage opportunities to engage in the promotion of ACU products and services.

• Act as an ambassador of ACU by being visible in the organization and the community in support of corporate and community initiatives.

• Be open to and provide consistent feedback, remaining committed to continuous improvement in ACU’s core competencies.

Advice & Service Delivery

• Responsible for supporting a team of Wealth Advisor within the branch or hybrid strategies.

• Responsible for building and leading an advice culture, focused on holistic Financial Planning

• Ensure needs-based and advice-based sales practices are adhered to in member interactions and the achievement of all sales objectives.

• Responsible for setting clear performance expectations and consistent coaching for the achievement of key performance indicators.

• Proactively identify and act upon opportunities beyond wealth advice and service; partnering with the appropriate teams including branch, agriculture, business, community, and others to solicit referrals as appropriate.

• Responsible for ensuring a high level of knowledge including achievement of accreditation and continued education within the team to build trust and loyalty with members

• Develop, implement, and regularly review comprehensive employee development and succession plans to ensure business continuity and growth

• Act as a voice for the member, seeking to identify and remove member pain points, contributing to a consistent and compelling member experience.

• Support team members in resolving complex concerns and member escalations with a first contact resolution aim and aligned to regulatory requirements for complaint handling and resolution.

• Support the Wealth Advisors with the growth of their business through working with Branches and other areas of ACU to build a referral pipeline for wealth.

• Help coordinate advice events for members and internal partners.

• Train, review and ensure the quality of Financial Planning

• Work with compliance support to ensure the advisors are meeting all the standards set.

Strategic & Operational Planning & Execution

• Consistently deliver business results through the achievement of KPIs and support business partners in achieving collective success.

• Inform the annual budget and goal planning process, setting achievable and aspirational targets that are aligned to ACU’s strategic objectives for this area,

• Implement workforce plans aligning resources based on member needs and preferences and using data to inform decisions.

• Maintain a high level of knowledge in financial services trends and local market conditions to inform strategic and operational plans. This includes staying updated on industry developments, attending relevant training sessions, and engaging in continuous learning to provide accurate and insightful advice to support teams in providing advice.

• Manage expenses within budget including all capital, operating and personnel expenditure.

Regulation & Compliance

• Manage and mitigate risk through adherence to policy and procedure with an aim for accuracy and first time right.

• Review and contribute to the development of policies and procedures to ensure compliance, internal control, and adherence to legislation.

• Support Internal Audit in the completion of regular reviews and audits and ensure accountability to resulting action plans.

QUALIFICATIONS

Education and Experience:

• Post-secondary education in a business-related field, along with three years minimum experience as a successful licensed advisor.

• Must have CFP or PFP.

• Must be Mutual Fund licensed or have passed the IFCI or CSC and have the ability to be licensed.

• Financial Planning designation is required.

• Leadership experience is an asset.

Key Occupational Skills:

• Demonstrates a personal and professional connection with ACU’s Money doing more purpose; integrates values-based leadership and triple bottom line accountability in day-to-day work

• Operates at the highest standard of ethical behavior as a leader by example

• Is an effective leader of cross functional projects and teams and has a track record of successfully supporting individuals develop professional capabilities and careers

• Builds strong, balanced, reciprocal cross-functional relationships irrespective of hierarchy inside ACU

• Builds mutually valuable networks outside ACU and the credit union system

• Applies a broad and strategic organizational perspective to thinking, problem-solving and decision making.

• Is energetic, authentic, passionate, motivated and strategic.

• Is described by others as clear, focused and driven.

• Is dedicated to quality coaching and professional development, supporting others to be excellent team leaders and people managers.

• Operates at the highest standard of ethical behavior as a leader by example.

Location and Work Environment
This position has the option of being in office, or hybrid. Attendance at meetings in person where required is an expectation of the role.

Who we are:

As a Certified B Corporation® and one of Manitoba’s Top Employers (2024), the culture at Assiniboine Credit Union / Caisse Assiniboine is supportive of the individual while focused on the greater community. With the widest geographic reach of any credit union in Manitoba, you’ll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.

Choosing to work at Assiniboine means that you’ll be working for a uniquely Manitoban credit union that…

• puts people, planet and prosperity first,
• values diversity and inclusion,
• is committed to serving its urban, rural, agricultural, and Francophone communities,
• is focused on social and environmental responsibility,
• supports employees through training programs and long-term career development,
• offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.

If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.

If you are interested in applying for this position, please submit your application by Friday, October 24th, 2025, 4:00 pm. We thank everyone who applies, but only candidates selected for an interview will be contacted.

We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.