Shape socially responsible investment solutions as a Wealth Planner at Vancity's Guildford Community Branch in Surrey, working on-site 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
- Robust 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.

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