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 recent 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
Solid 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.

📌 Expert Wealth Planner At Vancity Vancouver (Canada)
🏢 Vancouver City Savings Credit Union
📍 Canada