Description We are looking for passionate professionals with 2 or more years of financial industry experience to work as a Wealth Planner. This Full‑time, Temporary role reports directly to the Team Manager, Wealth Solutions. How you’ll make an impact:

- Providing quality financial planning and advice that enables members to achieve financial objectives while minimizing risk.
- Recommending investment products and services (leading with SRI) suitable to members’ investment needs and adhering to applicable regulatory standards.
- Building and maintaining a book of investment accounts by sourcing new business, building relationships with lines of business and within the branch, and developing relationships with existing members.
- Identifying member needs and recommending or referring appropriate financial products and services.
- Through collaboration with other Sustainable Wealth Management specialists, leveraging opportunities across to enhance member well‑being through introduction to all financial channels.
- Providing ongoing technical expertise and coaching to branch staff regarding Sustainable Wealth Management products and services. What you’ll bring to the team:
- 2 or more years of financial industry experience.
- Mutual Fund License (CSC or IFIC program).
- Excellent relationship‑building skills.
- A solid grasp of the financial services industry.

Extra skills that set you apart:

- Previous experience managing a portfolio of member relationships in a wealth management or similar role.
- A specialized post‑secondary diploma in Business Administration or a general undergraduate degree. You’ll thrive here if you are:
- A confident problem solver:



you take every conversation with our members as a chance to solve their investment needs.
- A great communicator: you can build relationships easily with a variety of people and provide expertise and advice.
- Passionate about sales: you have a track record for sourcing new business and developing relationships.
- Analytical: you recommend investment products and services (including SRI) suitable to members’ needs and regulatory standards.
- Flexible: you are willing to travel or move geographically within Vancity’s market area.
- Passionate about making a positive impact: you believe finance can have a positive impact on the world. What you’ll earn: This role offers a starting annual salary of $75,000 plus incentive. Base pay may vary depending on qualifications and experience. Why you’ll love working here:
- Living Wage Employer: We’re Canada’s largest private‑sector Living Wage Employer.
- Customizable advantages: Permanent employees receive flexible benefit packages that can be tailored annually.
- Generous vacation: New employees start with 3–4 weeks of vacation per year, with additional days earned over time.
- Extra statutory holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days.
- Immediate health coverage: Health and dental benefits begin on hire date, with three levels of coverage.
- Defined benefit pension: Our retirement plan provides a guaranteed income for life.

Inclusive hiring and accommodations: Vancity supports inclusive hiring for candidates who self‑identify as Indigenous, Black, or Trans. We provide accommodations for all candidates to ensure a barrier‑free recruitment experience.

📌 Wealth Planner (18-Month Contract) - Tsawwassen Community Branch (Vancouver)
🏢 Vancouver City Savings Credit Union
📍 Vancouver