Drive member success as a Wealth Planner with Vancity, a leader in socially responsible investment solutions. If you have experience in financial planning and account management, this full time chance in Squamish awaits you.
In this permanent position, you will support Vancity’s Wealth Planning team with your expertise in investment strategies. Your role involves guiding members towards their financial goals by offering personalized planning and investment recommendations. Building strong relationships is key as you will also maintain a portfolio of investment accounts, ensuring clients receive the highest level of service.
Key Responsibilities:
• Provide quality financial planning and advice
• Recommend suitable investment products, emphasizing SRI




• Build and manage investment account relationships
• Identify member needs for financial solutions
• Collaborate with Sustainable Wealth Management specialists
Requirements:
• Minimum 2 years of financial industry experience
• Mutual Fund License (CSC or IFIC)
• Solid relationship building skills
• Solid grasp of the financial services industry
• Flexibility to travel between markets
Bring your passion for member service and financial expertise to Vancity’s Wealth Planning team in Squamish.
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📌 Wealth Planner At Vancity Squamish
🏢 Vancity (2.0)
📍 Squamish