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 successRecommend investment solutions compliant with regulationsDevelop and maintain a portfolio of investment accountsIdentify needs and advise on appropriate financial productsShare your knowledge with branch staff on Wealth ManagementRequirements:Minimum of 2 years in financial sectorMutual Fund License required (CSC or IFIC)Proven relationship-building skillsDeep understanding of financial services landscapeEmpower change through strategic financial planning with Vancity!

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