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)
Solid 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.

📌 Vancity Wealth Planning Consultant Victoria
🏢 GolfBC
📍 Victoria