Shape socially responsible investment solutions as a Wealth Planner at Vancity’s Guildford Community Branch in Surrey, working in office full time.
This temporary 20-month Wealth Planner position serves Vancity members through financial planning and investment advice. You will build client relationships, develop investment accounts, and recommend products aligned with member needs. The role emphasizes SRI, regulatory standards, and collaboration across Sustainable Wealth Management.
Key Responsibilities: Provide financial planning and advice supporting member objectives
Recommend suitable investment products, leading with SRI
Build and maintain a book of investment accounts
Identify needs and recommend appropriate financial services
Coach branch staff on Sustainable Wealth Management products
Requirements: Two or more years of financial industry experience
Mutual Fund License through CSC or IFIC
Financial planning designation such as CFP, PFP, or QAFP
Strong relationship-building skills
Solid understanding of the financial services industry
Bring financial planning, relationship management, and SRI expertise to member-focused wealth solutions at Vancity’s Guildford branch.

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📌 Wealth Planner SRI Investments Guildford (British Columbia)
🏢 Vancouver City Savings Credit Union
📍 British Columbia