Optimize member financial health as a Wealth Planner with Vancity, Canada’s largest Living Wage Employer. This full time, permanent position in Squamish focuses on delivering tailored investment strategies to clients. In this role, you will leverage your financial expertise to guide members in achieving their unique financial objectives.

You'll be tasked with building a book of clients while advocating for socially responsible investment solutions. Collaboration with Wealth Management specialists will enhance member service through creative solutions and financial products. Key Responsibilities:
Provide tailored financial planning and investment advice
Promote investment services centered on SRI
Develop and manage a portfolio of investment accounts
Identify and address member financial needs effectively
Partner with financial experts for holistic member support Requirements:
Over 2 years of experience in the financial industry
Mutual Fund License (CSC or IFIC
Robust relationship building capabilities
Comprehensive understanding of financial services
Available for travel within Vancity’s market areas Leverage your passion for finance and community support by joining the Wealth Planning team at Vancity.

📌 Join Vancity As A Wealth Planner Squamish
🏢 Vancity (2.0)
📍 Squamish