Join Vancity as a Wealth Planner, where your expertise in financial management can thrive. This full-time position emphasizes Socially Responsible Investments and community impact. As a Wealth Planner, you will utilize your two years of financial experience to provide invaluable planning and advice to members.

Focus on building your own client portfolio, recommending investment strategies, and ensuring compliance. Collaborate with colleagues to enhance member engagement and financial well-being within an inclusive environment. Key Responsibilities:

- Deliver strategic financial planning and member advice
- Recommend SRI investment products tailored to member goals
- Maintain client accounts and foster current business relationships
- Assess member needs to recommend suitable financial products
- Empower branch staff with technical expertise in investments

Requirements:

- Over two years in the financial industry
- Valid Mutual Fund License (CSC or IFIC)
- Strong relationship-building ability
- Comprehensive knowledge of financial services

Make a difference through impactful financial planning at Vancity!

📌 Vancity Wealth Planner Role (Vancouver)
🏢 Vancity
📍 Vancouver