As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.
Manager, Wealth Delivery and Support
Aug 27, 2025
Location(s): Help Headquarters
Job Type: Full Time Regular
myWork Program: Hybrid
Starting Salary Range: $72,700.00 - $90,900.00

Enhance Member Experience

• Ensure consistent execution of calendar management, outreach, and follow-ups by Financial Associates
• Support business development, portfolio maintenance, and member retention through optimized processes
• Develop effective referral practices across investment, insurance, small business, and mortgage channel

WHY THIS ROLE MATTERS

We’re looking for a strategic and people-focused leader to elevate our Wealth Management operations. As Manager, Wealth Delivery & Support, you’ll play a pivotal role in driving business growth by optimizing the operational backbone of our Financial Planner teams. Your leadership will ensure that support functions are scalable, efficient, and aligned with our mission to deliver exceptional member experiences.
This role is ideal for someone who thrives at the intersection of operations, leadership, and financial services and is passionate about building high-performing teams and seamless processes.

WHAT YOU’LL DO

Lead and Develop a High-Performing Team

• Coach and mentor a team of Financial Associates to deliver member-centric service and operational excellence
• Foster strong relationships with Financial (MFDA) and Wealth Planners (IIROC) to ensure alignment and collaboration
• Drive engagement, retention, and skill development through structured coaching and performance management

Optimize Operations for Scale

• Design and implement scalable support processes that reduce administrative friction and boost productivity
• Collaborate with internal stakeholders to streamline workflows and adopt tools that enhance efficiency
• Build operating models and resource plans to support business growth and evolving member needs

Coordinate with Dealer Back-Office

• Serve as the key liaison with WorldSource Wealth Management and dealer back-office teams
• Oversee documentation, compliance submissions, account administration, and service escalations
• Resolve operational bottlenecks and align workflows with compliance standards and timelines

Enhance Member Experience

• Ensure consistent execution of calendar management, outreach, and follow-ups by Financial Associates
• Support business development, portfolio maintenance, and member retention through optimized processes
• Develop effective referral practices across investment, insurance, small business, and mortgage channels

Ensure Compliance and Risk Management

• Validate that all operational activities meet regulatory and internal compliance standards
• Lead audit readiness and data integrity initiatives
• Drive remediation efforts when operational gaps or risks are identified