Become a key player at Vancity as a Financial Wealth Planner committed to socially responsible investing. This full time position in Squamish is perfect for dedicated professionals looking to transform member financial lives.

As a Wealth Planner, your mission will be to provide impactful investment solutions while fostering meaningful member relationships. Leveraging your financial industry background, you will support clients in achieving their investment goals with tailored advice and support. You will be responsible for building a robust portfolio and collaborating closely with team members to enhance overall member well-being.

Key Responsibilities:
• Deliver exceptional financial planning and investment advice
• Recommend investment options with a focus on SRI




• Cultivate and maintain a diverse investment account portfolio
• Analyze member needs for personalized financial services
• Work in tandem with other Sustainable Wealth Management experts

Requirements:
• 2+ years of relevant financial experience
• Hold a Mutual Fund License (CSC or IFIC)
• Excellent skills in relationship management
• Knowledgeable in the financial services landscape
• Willingness to travel within Vancity’s markets

Embrace this opportunity to make a difference in your community while advancing your financial career at Vancity.
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📌 Financial Wealth Planner Role (British Columbia)
🏢 Vancity (2.0)
📍 British Columbia