Wealth Planner — SRI‑Focused Financial Planning (British Columbia)

Wealth Planner — SRI‑Focused Financial Planning (British Columbia)

24 Sep
|
Vancity
|
British Columbia

24 Sep

Vancity

British Columbia

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.

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

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