Wealth Planner
Job Description & How to Apply Below
Take on the role of Wealth Planner at Vancity, where your financial expertise will help shape sustainable community investments. This full-time position focuses on delivering exceptional financial advice.
In this permanent role, you’ll utilize your two years of financial experience to forge meaningful client relationships and provide tailored investment recommendations. As part of the Wealth Planning team, your goal will be to influence community financial health while adhering to Vancity's commitment to net-zero.
Key Responsibilities:
• Deliver exceptional financial planning and advice to members
• Recommend SRI-driven investment products and services
• Develop and manage your book of investment accounts
• Assess and identify member financial needs
• Provide technical expertise to branch staff on wealth management
Requirements:
• At least 2 years of financial industry experience
• Must possess Mutual Fund License (CSC or IFIC)
• Excellent relationship-focused approach
• Understanding of financial services intricacies
• PFP or CFP designation is advantageous
Elevate community financial health by joining Vancity as a Wealth Planner.
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