Director Advice & Growth
Job Location:
Monthly Salary:
Posted on:
5 days ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
About Us
For over 90 years Healthcare & Municipal Employees Credit Union (HMECU) has proudly served healthcare municipal fire and police communities across Ontario. We are committed to helping our members achieve financial wellbeing through trusted advice exceptional service and meaningful relationships.
At HMECU our people are at the heart of everything we do. Guided by our purpose We care for the financial needs and wellbeing of our members so you can focus on what matters most we are building a culture focused on growth innovation and member impact.
Position Summary
The Director Advice & Growth is responsible for leading HMECUs member-facing advice growth and relationship management functions across all service channels including branch operations HMECU Connect wealth services and future insurance offerings.
Reporting to the Chief Operations & Digital Officer this role is accountable for developing and executing strategies that deepen member relationships improve advisor effectiveness enhance the member experience and support sustainable organizational growth.
As a key leader you will champion a culture of advice coaching accountability and member-first service while providing leadership to branch virtual and wealth teams. You will also play a critical role in translating HMECUs Unique Value Proposition into meaningful member experiences and growth outcomes.
Job Responsibilities
Advice Leadership & Growth
- Develop and execute strategies that support membership growth deposit growth lending growth and relationship deepening.
- Establish advisor effectiveness standards across branch virtual and wealth channels.
- Strengthen referral practices and promote a culture of proactive member engagement.
- Monitor key growth metrics and partner with leaders to drive performance improvement.
- Coach leaders and advisors on advice-based conversations relationship management and member growth strategies.
Member Experience & Value Proposition
- Lead the translation of HMECUs Unique Value Proposition into consistent member experiences across all member-facing channels.
- Review and enhance member journeys across branch virtual wealth and future insurance channels.
- Identify opportunities to improve service delivery advisor effectiveness and member satisfaction.
- Monitor member feedback service trends and journey outcomes to support continuous improvement.
Branch Virtual & Wealth Leadership
- Provide leadership and oversight of HMECUs branch network HMECU Connect wealth services and future insurance offerings.
- Lead coach and support Branch Managers the Manager of HMECU Connect and wealth leadership.
- Provide strategic direction for wealth and insurance programs while supporting business growth and member needs.
- Strengthen integration between retail banking wealth services insurance offerings and virtual channels.
- Support workforce planning succession planning and leadership development initiatives.
Strategic Leadership
- Participate in the development and execution of HMECUs strategic plan.
- Lead and support strategic initiatives that strengthen member relationships and organizational performance.
- Collaborate with leaders across the organization to achieve corporate objectives and growth targets.
- Provide insights related to member behaviour service delivery advisor effectiveness and emerging industry trends.
Minimum Requirements
- Seven (7) or more years of progressive leadership experience within a credit union or financial institution.
- Bachelors degree in Business Commerce Finance or a related field or an equivalent combination of education and experience.
- Experience leading multi-channel service delivery environments including branch and virtual operations.
- Demonstrated success leading member-facing teams and achieving growth objectives.
- Experience leading supporting or partnering with wealth management financial planning insurance or investment advisory teams within a financial institution.
- Strong understanding of retail banking lending deposits wealth services insurance and relationship management practices.
- Experience in practice management advisor coaching sales leadership or member experience design.
- Experience coaching leaders and developing high-performing teams.
- Experience leading organizational change and implementing strategic initiatives.
- Strong analytical communication leadership and relationship-building skills.
- Familiarity with FSRA requirements Market Code obligations and credit union regulatory frameworks.
- Demonstrated openness to leveraging technology automation and AI-enabled tools to improve efficiency and support process workflows.
Preferred Requirements
- Professional designations such as PFP CFP CSC CIM IFIC LLQP CHS or other relevant wealth insurance or investment credentials.
- Experience leading licensed wealth advisors financial planners or insurance professionals.
- Experience working within a unionized environment.
- Experience presenting to senior leadership and Boards of Directors.
Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need please contact HR so that arrangements can be made.
HMECU uses AI-assisted tools to support our recruitment process such as screening and organizing application information. All hiring decisions are made by our People & Culture team and hiring managers. A human will always review your application before any decisions are made.
Job Title: Director - Advice & Growth
Job Status: Permanent Full-Time One (1) Existing Vacancy
Primary Location: Hamilton ON Hybrid Work Available - Travel between branch locations as required
Compensation Range: $93600 - $140400
Benefits: YES. 100% Employer Paid Benefits including STD LTD Life Insurance Extended Health Dental Coverage and Employee Family Assistance Program
Pension: 7% Employer Contribution to our Defined Contribution Pension Plan
Required Experience:
Director
