Wealth Team Manager - Virtual Coaching & Growth
Jobleads UK · City of Edinburgh, Scotland, United Kingdom
FULL TIME
Job Description
Vancity is seeking a Team Manager for the Wealth Advice Team to lead a group of Wealth Planners delivering holistic financial planning and investment guidance to members. The role combines virtual/phone-based service with on-site collaboration, reporting to the Regional Manager, Wealth Solutions.The ideal candidate has 5–7 years in wealth management, at least 2 years of leadership, and strong coaching skills. CFP/CIM or equivalent is preferred; licensing and compliance are essential.
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Details
| Company | Jobleads UK |
| Location | City of Edinburgh, Scotland, United Kingdom |
| Type | FULL TIME |
| Niche | general |