Vancity invites applications for an Expert Wealth Planner focused on delivering financial solutions and investment strategies. In this Full time, Temporary role, your skills will enhance member satisfaction and security.
Join Vancity, where your two or more years of financial experience will play a crucial role in providing sound financial planning advice. As a Wealth Planner, you'll recommend products that meet regulatory standards and source current business through existing member relationships and branches. Collaboration with Sustainable Wealth Management specialists will be essential in driving comprehensive financial wellness.
Key Responsibilities:
• Deliver accurate financial planning to members




• Recommend investment products in line with investor needs
• Maintain and grow a book of investment accounts
• Assess member needs for tailored recommendations
• Provide ongoing training to branch staff
Requirements:
• Minimum 2 years in the financial industry
• Mutual Fund License required
• Proficient in relationship management
• Robust understanding of financial services
• Must be open to travel within the market
Utilize your skills at Vancity to transform members' financial journeys as a Wealth Planner.
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📌 Expert Wealth Planner At Vancity Vancouver (Canada)
🏢 Vancouver City Savings Credit Union
📍 Canada