Become a Vancity Wealth Planning Consultant and help shape financial futures for members. This full time position champions social justice in finance through investment solutions.

The Wealth Planning Consultant role is critical for Vancity's mission of promoting community resilience and financial literacy. You'll leverage at least two years of financial experience and a passion for socially responsible investments to develop member relationships. Collaboration with colleagues in Sustainable Wealth Management will enhance member services.

Key Responsibilities:
• Provide tailored financial planning and investment guidance
• Advise on SRI investment products aligning with member needs




• Cultivate and maintain a book of investment accounts
• Address member inquiries and suggest appropriate financial solutions
• Train branch staff on Sustainable Wealth Management products

Requirements:
• At least 2 years of experience in finance
• Mutual Fund License (CSC or IFIC)
• Strong relationship-building abilities
• Comprehensive understanding of financial products
• Flexibility to travel if needed

Empower members with your expertise as a Wealth Planning Consultant at Vancity.
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📌 Vancity Wealth Planning Consultant (British Columbia)
🏢 GolfBC
📍 British Columbia