Wealth Planner — SRI‑Focused Financial Planning (Squamish)

Wealth Planner — SRI‑Focused Financial Planning (Squamish)

24 Sep
|
Vancity
|
Squamish

24 Sep

Vancity

Squamish

Vancity is seeking a Wealth Planner to serve members with sustainable investment strategies and investable solutions. The role reports to the Team Manager, Wealth Solutions, and supports our Squamish branch.

Expect to source new business and build lasting member relationships in a rapid-growing team. We look for 2+ years in financial services, a Mutual Fund License (CSC/IFIC), and strong relationship skills.

📌 Wealth Planner — SRI‑Focused Financial Planning (Squamish)
🏢 Vancity
📍 Squamish

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: wealth planner — sri‑focused financial planning (squamish) / squamish

Subscribe to this job alert:

Get the latest job offers by email for: wealth planner — sri‑focused financial planning (squamish) / squamish