Become a Wealth Planner at Vancity, where passion for financial solutions meets commitment to social justice. This full time position supports our members in achieving financial goals. In this role, you will bring at least two years of financial expertise to deliver customized planning services.

Build and manage your own portfolio of clients, recommend Socially Responsible Investments, and collaborate with specialists to create a holistic financial experience. Your voice will contribute to inclusive financial practices in the community. Key Responsibilities:
Provide financial planning that enhances member success
Recommend investment solutions compliant with regulations
Develop and maintain a portfolio of investment accounts
Identify needs and advise on appropriate financial products
Share your knowledge with branch staff on Wealth Management Requirements:
Minimum of 2 years in financial sector
Mutual Fund License required (CSC or IFIC)
Proven relationship-building skills
Deep understanding of financial services landscape Empower change through strategic financial planning with Vancity!

📌 Wealth Planner Full Time At Vancity Vancouver
🏢 Vancity
📍 Vancouver