Wealth Planner: SRI Investing & Member Impact
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Finance & Banking
Job Description & How to Apply Below
Vancity is seeking a Wealth Planner to service members and expand the wealth management book at Cedar Hills Community Branch. You will focus on socially responsible investments and provide tailored financial planning within regulatory standards.
Ideal candidates have 2+ years in finance, a mutual fund license, and the CFP/PFP/QAFP designation. This full-time, permanent role reports to the Team Manager, Wealth Solutions, in Cedar Hills.
This is a strong opportunity to take on the Wealth Planner: SRI Investing & Member Impact role at Vancouver City Savings Credit Union.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Cedar Hills, UT, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 48.000 - 59.000.
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