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 robust 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 Vancouver
🏢 Vancouver City Savings Credit Union
📍 Vancouver