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Financial Advisor / Consultant Financial Sales Banking & Finance Wealth Management

Account Manager I​/II - Sen̓áḵw Village

Job in Vancouver, BC, Canada
Listing for: Vancity
Full Time position
Listed on 2026-07-16
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Banking & Finance, Wealth Management
Job Description & How to Apply Below


About the Sen̓á
ḵw Branch:

The Sen̓áḵw Village community branch represents a meaningful evolution in how Vancity delivers purpose-driven banking. Identified in our 2026 business plan and planned to open near the end of Q3 2026, it reflects our commitment to reconciliation, equity, and relationship-based service, and will serve as the Centre of Indigenous Banking for the organization.

Located on Squamish Nation land, the branch enables First Nations members to receive tax-exempt deposit interest and supports Nations who require financial relationships to be conducted on reserve - helping build trust, respect, and long-term relationships with Indigenous communities.

The branch operates through a relationship-based, high-touch service model in a space intentionally designed to reflect Squamish Nation values.

Key features include:

  • Pod-based wickets to support private and respectful member conversations
  • Bookable offices and flexible workstations to enable staff mobility
  • A dedicated Elders Corner
    , offering a culturally respectful space for Indigenous Elders
  • A design grounded in Squamish Nation cultural attributes
    , creating a welcoming and respectful environment for members and staff

    • The branch serves Indigenous members, residents of Sen̓áḵw, and the broader public, with success measured not only by outcomes, but by the trust built and long-term community impact.

    Your Role in Supporting Our Members:

    As an Account Manager I/II
    , you will demonstrate excellence in customer service through solid communication and interpersonal skills, as you engage face-to-face with our membership. By demonstrating your subject matter expertise in the financial industry, you will build trust with our members and be able to ask exploratory questions to determine their goals, current and future needs. By working collaboratively with our members, you will provide best advice and create plans to help them achieve their financial goals.

    As a result of your work Vancity will have more members with a high level of loyalty doing more of their business with Vancity helping us redefine wealth consistent with branch objectives.

    This is a Full-time, Permanent role based at our Sen̓áḵw Village Community Branch (Branch 75) and will report directly to the Assistant Branch Manager.

    How You'll Make an Impact:

  • Providing comprehensive, financial and relationship-based advice in order to grow and maintain assigned and unassigned members' portfolios
  • Identifying and assessing member/prospect needs to provide appropriate products and services which include signature lending, secured lending, mortgages, term deposits and the like
  • Recognizing and making appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management, Wealth Protection, Business Banking and others, to deliver comprehensive support to our members
  • Meeting targets as defined by objectives that will contribute to profitability for the branch and Vancity
  • Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk

    • What You’ll Bring to the Team:

  • A High school diploma
    - At a minimum, you have graduated high school and/or equivalent
  • Minimum of 2 years in an Account Manager role
  • Completion of Financial Planning Coursework- You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a Certified Financial Planner (CFP) core curriculum program.
  • Completed Investments coursework - You have taken Investment Funds in Canada (IFC) or Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)
  • Financial Industry Experience
    - 3 years of member service experience in the financial industry


    • Extra Skills That Set You Apart:

  • Banking and/or call center experience would be an asset
  • Lending experience


    • You’ll Thrive Here If You Are:

  • Committed to reconciliation and Indigenous prosperity – You identify as Indigenous or are a dedicated ally, and are energized by contributing to a branch that leads Indigenous Banking across the organization.
  • A trusted knowledge sharer and connector – You take pride in being a resource to peers, branches, and lines of business, building understanding of…
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