Wealth Planner — SRI‑Focused Financial Planning
Listed on 2026-09-29
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Finance & Banking
Wealth Management, Financial Sales, Banking & Finance, Financial Advisor / Consultant
Vancity is seeking a Wealth Planner to serve members with sustainable investment strategies and investable solutions. The role reports to the Team Manager, Wealth Solutions, and supports our Squamish branch.
Expect to source new business and build lasting member relationships in a fast-growing team. We look for 2+ years in financial services, a Mutual Fund License (CSC/IFIC), and strong relationship skills.
We have an opening for a Wealth Planner — SRI‑Focused Financial Planning in Squamish, Squamish-Lillooet Regional District, Canada within Finance, Sales.
All applications are reviewed carefully by our team.
The position is based in Squamish, Squamish-Lillooet Regional District, Canada.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 75.000 - 95.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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