Senior Vice President, Wealth Management

The Senior Vice President, Wealth Management provides strategic leadership for the growth, profitability, and overall performance of the Wealth Services business at Innovation Federal Credit Union. Reporting to the Chief Disruption Officer, this executive role is responsible for developing and executing the long-term Wealth strategy, leading a high-performing team of leaders and advisors, and delivering exceptional client experiences while maintaining strong governance, risk management, and regulatory compliance.

We are looking for an accomplished wealth management executive with strong business acumen, proven leadership capabilities, and demonstrated success driving profitable growth and organizational transformation. The successful candidate will bring extensive knowledge of the investment, insurance, and financial planning markets, along with the ability to build strong teams, strengthen advisor performance, and identify opportunities to expand Innovation’s Wealth business. Key responsibilities include:

• Develop and execute the Wealth strategic plan in alignment with Innovation’s corporate strategy, priorities, and long-term objectives.
• Provide executive leadership for the Wealth Services business, including its growth, profitability, operations, client experience, and overall performance.
• Lead, coach, and develop Vice Presidents, managers, leads, advisors, and team members.
• Build a high-performance culture focused on accountability, collaboration, inclusion, employee engagement, and organizational values.
• Establish clear performance expectations and lead talent acquisition, succession planning, leadership development, and retention strategies.
• Drive business transformation, innovation, operational excellence, and organizational effectiveness across Wealth Services.
• Represent Wealth Services as a key member of the executive leadership team and provide strategic advice on matters affecting the business.
• Establish and monitor business performance measures, strategic priorities, and executive success measures.
• Maintain accountability for Wealth revenue, profitability, assets under management and administration, and sustainable business growth.
• Develop and oversee business plans, operating budgets, financial forecasts, and resource allocation.
• Monitor financial performance and implement strategies to achieve key financial and operational objectives.
• Identify new markets, partnerships, referral networks, and distribution strategies that support client acquisition, retention, and long-term loyalty.
• Enhance advisor productivity, financial planning capabilities, and business development performance.
• Champion a client-centric approach that delivers exceptional experiences across all Wealth channels.
• Optimize organizational resources to maximize return on investment and value for members and clients.
• Champion the use of digital tools, CRM systems, data analytics, automation, and Microsoft technologies to strengthen decision-making, reporting, efficiency, and client service.
• Identify and oversee opportunities for process optimization, reporting enhancements, and improved technology adoption.
• Ensure compliance with applicable regulatory, legal, fiduciary, and corporate governance requirements.
• Oversee risk management practices and maintain effective internal controls, policies, and operating standards within Wealth Services.
• Lead audit, compliance, governance, and risk mitigation activities.
• Promote ethical conduct, sound governance, and a strong culture of accountability.

Qualifications

• University degree in Commerce, Business Administration, or a related discipline.
• Master of Business Administration or a related graduate-level credential is considered an asset.
• Certified Financial Planner, Qualified Associate Financial Planner, Personal Financial Planner, or an equivalent industry designation.
• 10 or more years of related wealth management experience, or an equivalent combination of education and experience.
• Seven or more years of progressive leadership experience.
• Demonstrated success leading business growth, revenue generation, profitability, and financial performance.
• Extensive knowledge of investment, insurance, and financial planning markets.
• Experience leading large-scale strategic initiatives, business transformation, and organizational change.
• Strong financial management, business planning, budgeting, forecasting, and resource allocation capabilities.
• Proven ability to lead, coach, and develop senior leaders, managers, advisors, and multidisciplinary teams.
• Demonstrated experience with talent development, succession planning, employee engagement, and leadership bench strength.
• Strong knowledge of regulatory compliance, fiduciary obligations, corporate governance, internal controls, and risk management within a wealth management environment.
• Strong strategic thinking, decision-making, problem-solving, and executive-level business acumen.
• Excellent communication, relationship management, stakeholder engagement, and executive presence.
• Ability to build productive relationships with clients, advisors, executives, regulators, strategic partners, and other key stakeholders.
• Entrepreneurial mindset suited to a fast-paced, results-oriented environment with changing business and client needs.
• Digitally capable and comfortable using CRM systems, data analytics, automation, Microsoft tools, and emerging technologies to improve business performance.
• Embraces a growth mindset with a commitment to innovation, continuous improvement, and ongoing professional development.

ABOUT US

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other Credit Unions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. We are proudly rooted in Saskatchewan, but our vision is national, or as we like to say, "Made in Sask, Built for Canada".

What sets us apart:

• Commitment to Community: $1.1 million was given to local organizations last year who are making a difference
• Strong focus on Diversity and Inclusion: Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering a diverse workplace
• Benefits that start when you do: Our full-time staff participate in a 7% employer-matched pension plan, extended health benefits, employee and family assistance program, and a staff loan rate. These benefits all start on Day 1 of employment, no waiting period!

In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennia.

We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.