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Director, Wealth Management

Caisse Financial Group with assets of $1.7 billion is a bilingual co-operative financial institution offering comprehensive financial products and services through a network of 19 branches in Manitoba.

Classification: Permanent; Full time

Work Location in Manitoba: Winnipeg (400 – 205 Provencher Boulevard)

Reporting to the Vice President, Retail Member Services, the Director, Wealth Management leads Caisse Financial Group’s wealth management activities. He or she is accountable for the profitable growth and quality of Caisse’s wealth management portfolio.

Key areas of responsibilities are:
• Leading team(s) to develop sales plans and objectives
• Developing business plans, market penetration initiatives and other growth strategies in the area of wealth management
• Building and maintaining a knowledge base of competitors and consumer/customer trends in the marketplace/industry, and integrating this information into strategic recommendations
• Increasing the visibility of Caisse Wealth Management both within the industry and across specific customer segments
• Coordinating the logistical and administrative support to enable wealth advisors to deliver the products and value-added services to our members and clients
• Building strong relationships with the wealth management team through ongoing coaching and provision of professional development opportunities in this specialized area
• Ensuring team members have a clear understanding of goals, the importance of teamwork, and the value of individual contributions

Skills & Qualifications
• University Degree and a minimum of 10 years’ experience in the industry or an equivalent of education and experience
• Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation preferred
• Mutual Funds License is preferred
• Meet all provincial licensing requirements including continuing education requirements
• Demonstrated success in developing high performing teams, client retention, process improvement and profitability
• Bilingualism (French and English, written and verbal) is preferred

• Salary according to experience, qualifications and current pay scale
• Comprehensive benefits package and incentive plan included

Closing Date: April 9, 2021

Please submit your resume with cover letter to:
Human Resources
Caisse Financial Group
400 – 205 Provencher Boulevard
Winnipeg, Manitoba R2H 0G4

We thank all applicants however only those candidates selected for an interview will be contacted.

To apply for this job email your details to emplois@caisse.biz