Job Posting Details

Director, Wealth and Investments, Kindred Credit Union

Location:Kitchener, Ontario
Posting Date:August 31, 2020
Closing Date:September 25, 2020
Employment Type:Full-time

Want to experience banking with purpose?

At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

You’re invited to make a difference…as a full time Director, Wealth and Investments in our Head Office

Reporting to the VP, Member Experience, this role leads the long-term direction for wealth management and investment services, designing and implementing strategic initiatives that drive market engagement and sustainable portfolio growth through investment and insurance products and advice that support our members’ financial wellness. 

Specific responsibilities:

  • Gather meaningful research and insight from competitive market information, member behaviour and industry trends, to inform Kindred’s strategic direction and initiatives
  • Collaborate to develop and execute plans for product development and channel development
  • Build and cultivate industry connections and strong relationships with key third party vendors and other partners to evolve Kindred’s distinctive product offering and grow Kindred’s impact
  • Manage infrastructure to support service delivery, including financial planning software, CRM and reporting tools, and promote digitization and efficiencies in work processes
  • Support the investment team across Kindred through designing an effective operating model, building advisor capabilities, and defining the Kindred wealth experience.

What to bring

You come from a career in wealth management, and bring a network of industry contacts, regulatory knowledge, and awareness of industry trends. You have a passion for innovation and collaboration, and ideally have some expertise in digitization, product development, and process improvement. You are motivated by empowering teams and providing them tools and resources to make a difference.   

Plus, you bring your qualifications and experience:

  • Post-secondary education in business, commerce or a related field
  • 10 or more years of progressive experience in wealth management
  • CFP or higher designation
  • Demonstrated leadership strengths and coaching skills
  • Proven skills in strategic planning, project management, change management
  • Active commitment to Kindred’s shared values and purpose

Why Kindred

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. You’ll also be supported in volunteering your talents for community and other programs that are important to you.

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for the overall wellness of the whole you. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.


Ready to choose Kindred? Visit to see how we make a difference together!  Apply by Sept 25 with your resume and cover letter explaining why you want to work for Kindred. We look forward to connecting with you! 

Kindred is a respectful, compassionate and inclusive workplace. We are committed to a barrier-free recruitment process: if you are selected for an interview for which you require accommodation due to disability, please notify us when scheduling your interview.