Optimize member financial health as a Wealth Planner with Vancity, Canada's largest Living Wage Employer. This full-time, permanent position in Squamish focuses on delivering tailored investment strategies to clients.In this role, you will leverage your financial expertise to guide members in achieving their unique financial objectives. You'll be tasked with building a book of clients while advocating for socially responsible investment solutions. Collaboration with Wealth Management specialists will enhance member service through cutting-edge solutions and financial products.Key Responsibilities:Provide tailored financial planning and investment advicePromote investment services centered on SRIDevelop and manage a portfolio of investment accountsIdentify and address member financial needs effectivelyPartner with financial experts for holistic member supportRequirements:Over 2 years of experience in the financial industryMutual Fund License (CSC or IFICStrong relationship building capabilitiesComprehensive understanding of financial servicesAvailable for travel within Vancity's market areasLeverage your passion for finance and community support by joining the Wealth Planning team at Vancity.

📌 Join Vancity As A Wealth Planner (Squamish)
🏢 Vancity (2.0)
📍 Squamish