Vancity Wealth Planner

Position: Join Vancity as a Wealth Planner
Location: Squamish

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 innovative solutions and financial products.

Key Responsibilities:

• Provide tailored financial planning and investment advice

• Promote investment services centered on SRI

• Develop and manage a portfolio of investment accounts

• Identify and address member financial needs effectively

• Partner with financial experts for holistic member support

Requirements:

• Over 2 years of experience in the financial industry

• Mutual Fund License (CSC or IFIC

• Strong relationship building capabilities

• Comprehensive understanding of financial services

• Available for travel within Vancity’s market areas

Leverage your passion for finance and community support by joining the Wealth Planning team at Vancity.