Wealth Planner - Squamish

Your Role in Supporting Our Members

Are you passionate to serve members and make a difference in the community? Do you have solid experience in account management and a keen interest in providing investment solutions? And finally, are you passionate about advocating for SRI - Socially Responsible Investments to our current and prospective members? We are looking for key talent to join our fast-growing Wealth Planning team!

Take a look below to learn more.

• Providing quality financial planning and advice that enables members to achieve financial objectives while minimizing risk to the member and Vancity
• Recommending investment products and services (leading with SRI) suitable to the members' investment needs adhering to applicable regulatory standards
• Building and maintaining a book of investment accounts by sourcing new business, building relationships with lines of business and within the branch, and developing relationships with existing members
• Identifying member needs and recommending or referring appropriate financial products and services
• Through collaboration with other Sustainable Wealth Management specialists, leverage opportunities across to enhance member well‑being through introduction to all financial channels
• Providing ongoing technical expertise and coaching to branch staff regarding Sustainable Wealth Management products and services

• 2 or more years of financial industry experience
• Mutual Fund License (CSC or IFIC program)
• Excellent Relationship Building Skills
• A solid grasp of the financial services industry

• Previous experience managing a portfolio of member relationships in a wealth management or similar role
• A specialized post‑secondary diploma in Business Administration / general undergraduate degree

• A Confident Problem Solver – you take every conversation with our members as a chance to solve their investment needs.
• A Great Communicator – you can build relationships quite easily with a variety of different people and provide expertise and advice to appropriate financial products and services.
• Passionate about sales – your impeccable track record for sourcing new business, and developing relationships with members and prospective members makes you sought after by so many people.
• Analytical – You find it easy to recommend investment products and services (including SRI) suitable to the members' investment needs adhering to applicable regulatory standards.
• Flexible – you are willing to travel or move geographically within Vancity’s market area to meet our member and/or business needs.
• Passionate – about being a financial force for change and believe that finance can have a positive impact in the world.

This role offers a starting annual salary of $75,000 plus incentive
. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

A career at Vancity is more than just a job, you’re joining a tradition of change‑makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• Living Wage Employer
  :
  We’re the largest private‑sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
• Customizable Benefits
  :
  Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation
  :
  New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat Holidays
  :
  In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
• Immediate Health Coverage
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  Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension
  :
  Our retirement plan provides a guaranteed income for life, recognizing that retirement looks…