Elevate your career as a Wealth Planner with Vancity, a leader in Socially Responsible Investments. This full-time role focuses on delivering tailored financial planning and advice for our diverse members.
In this permanent position, you will leverage two or more years of experience in the financial industry to assist clients with their financial journeys. Your role involves recommending investment products, building and maintaining client relationships, while promoting Sustainable Wealth Management principles. Work collaboratively with specialists to enhance member well-being and achieve financial objectives.
Key Responsibilities:
• Provide quality financial planning and advice to members • Recommend suitable investment products adhering to regulations • Build and maintain investment accounts through outreach • Identify member needs and provide appropriate financial solutions • Coach branch staff on Sustainable Wealth Management offerings
Requirements: • 2+ years of financial industry experience • Mutual Fund License (CSC or IFIC program) • Excellent relationship-building skills • Solid understanding of financial services
Shape your future by guiding members towards financial success at Vancity! #J-18808-Ljbffr