13 Sep
|
Vancity
|
Victoria
Vancity in Canada is seeking a Wealth Planner with 2+ years of financial industry experience to build a book of investment accounts and provide SRI-focused financial planning to members. You will help clients achieve objectives, advise on suitable investment products, and collaborate with the Wealth Solutions team in a full time, permanent capacity. This role reports to the Team Manager, Wealth Solutions, and offers a starting annual salary of $75,000 plus incentives, along with a comprehensive
📌 Wealth Planner: Grow Members' Wealth with SRI (Victoria)
🏢 Vancity
📍 Victoria