Wealth Planner — Sri‑focused Financial Planning Squamish

Wealth Planner — Sri‑focused Financial Planning Squamish

26 Sep
|
Vancity
|
Squamish

26 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 recent 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 robust relationship skills.
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📌 Wealth Planner — Sri‑focused Financial Planning Squamish
🏢 Vancity
📍 Squamish

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