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As a valued member of our team, you will experience a workplace that is diverse, stimulating and rewarding. Our interactions with our members are based on respect and integrity, ensuring that Motor City Community Credit Union (Motor City) is a great place to build your career. Motor City is currently looking for energetic, career oriented persons with exceptional interpersonal and communication skills to join our financial team in the capacity of:

Vice President Wealth Management

Position Identification #2021-06


Major Duties and Responsibilities:

  • Lead the Wealth Management group’s business growth, governance and team management.
  • Champion an advice-focused wealth management group to deepen member relationships and enhance Motor City operations, processes, and platforms.
  • Oversee the development and incorporation of a member needs discovery and financial planning process and tools into the Motor City advisory model.
  • Establish and monitor group and individual goals to assess the success, effectiveness, and consistency in the delivery of comprehensive wealth solutions.
  • Drive achievement of these goals through business plans, wealth tools and practices.
  • Define the roles and responsibilities of all groups involved in wealth management member experience, the process of engagement, and ensure it aligns with Motor City’s member experience.
  • Articulate the value proposition of the Motor City Wealth Advisory model to all stakeholders.
  • Lead the relationship with external wealth management partners and vendors.
  • Support the creation and delivery of content (internal and member-facing), to drive the messaging of a comprehensive wealth offering, focusing on member experience.
  • Provide guidance on the spectrum of investment solutions offered through Wealth Management.
  • Outreach, service and advise members and prospective members in a financial advisory role.

Qualifications, Competencies and Skills:

  • A minimum of 5 years leadership experience combined with minimum of 5 years experience as a financial advisor within the financial services industry.
  • Strong knowledge of financial markets with a thorough understanding of financial planning.
  • IFIC licensing required (CSC, LLQP, CFP, CIM & other licensing are an asset)
  • Strong service skills – to build/maintain relationships with members, employees and management.
  • Excellent knowledge and understanding of the relevant securities legislation and regulations.
  • Excellent communication skills: verbal, written and presentation.
  • Detail oriented, professional and analytical, and a genuine commitment to member experience.

What you can expect from Motor City Community Credit Union:

Our dedication to the Employee Experience at Motor City is aimed at supporting, empowering and inspiring our talented team through:

  • Recognition and Compensation
  • Training and Development
  • Health and Well-being
  • Communication and Feedback

All interested applicants are invited to send their resumes, clearly marked “Private and Confidential” quoting the position identification number (2021-06) to the undersigned no later than 5:00 pm on Friday, November 19, 2021:

Motor City Community Credit Union
6701 Tecumseh Rd East
Windsor, Ontario,
N8T 1E8
Attention: Danielle Bombardier, Vice President Human Resources
Or email to:
careers@mcccu.com

Motor City Community Credit Union is committed to equity of employment. As an equal opportunity employer, we would like to thank all applicants for their interest, however, only those candidates selected for an interview will be contacted.

Motor City Community Credit Union endeavours to accommodate the needs of candidates under the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA) throughout all stages of the recruitment and selection process. If contacted for an interview, please advise if you require accommodation.