Make an impact in the financial sector as a Financial Account Manager with Vancity. Engage face-to-face with members, providing them with expert advice and solutions tailored to their needs.

This full-time, permanent role at False Creek Community Branch focuses on building solid relationships while offering quality financial planning advice. You will be instrumental in enhancing member loyalty and assisting in achieving their financial goals through dedicated support.

Key Responsibilities: • Offer relationship-based financial advice to grow portfolios • Identify member needs for relevant financial products • Refer members to specialized teams for additional support • Meet branch profitability targets and objectives • Maintain compliance with established service standards

Requirements: • High school diploma or equivalent is necessary • Completion of Financial Planning coursework required • One year of experience in member services • Experience in banking or lending is a plus • Resourceful and tech-savvy

Deliver exceptional member experiences and financial guidance as part of Vancity's commitment to social justice and inclusion.

📌 Financial Account Manager at Vancity (Winnipeg)
🏢 Vancouver City Savings Credit Union
📍 Winnipeg