Financial Advisor Account Manager at Vancity

Join Vancity as an Account Manager in Vancouver, offering relationship-driven financial advice to help our members achieve their goals. Leverage your expertise in personal financial planning for impactful service.

This Account Manager I/II position requires you to develop and maintain meaningful relationships with members. You will provide personalized financial plans and support them in making informed banking decisions to enhance their financial resilience and well-being.

Key Responsibilities:

• Support a culturally respectful service experience

• Assist members in developing tailored financial plans

• Identify and recommend suitable banking products

• Make referrals to specialized departments as required

• Apply compliance standards to mitigate risk

Requirements:

• High school diploma or equivalent education

• Minimum 3 years of member service experience

• Completion of personal financial planning courses

• Strong relationship-building capabilities

• Tech-savvy and adaptable to banking systems

Bring your member-centric focus and financial acumen to Vancity and make a difference in our community.
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