Wealth Planner at Vancity Credit Union

Become a Wealth Planner with Vancity in Vancouver and make a difference in members' financial journeys. Utilize your financial expertise to provide personalized advice and manage investment products effectively.

As a Wealth Planner, you will directly report to the Team Manager, Wealth Solutions, and will hold responsibility for building strong relationships with members.

Your role entails providing strategic financial planning and recommending sustainable investment products, ensuring members' objectives are met while mitigating risk. Applicants should have over two years of financial industry experience and possess excellent relationship-building skills.

Key Responsibilities:

• Deliver tailored financial planning and advice to clients

• Recommend investment services including socially responsible investments

• Build and manage a portfolio of client accounts

• Identify member needs and suggest relevant financial products

• Collaborate with specialists to enhance member financial well-being

Requirements:

• Minimum of 2 years of financial industry experience

• Mutual Fund License (CSC or IFIC)

• Strong grasp of financial services

• Excellent communication and relationship-building skills

• Experience in wealth management is a plus

Share your passion for financial planning and make an impact at Vancity.
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