Take a pivotal step in your finance career as a Wealth Planner at Vancity’s Squamish branch. Focus on socially responsible investing and develop tailored strategies for our members' financial goals.
Vancity is actively seeking a qualified Wealth Planner with a minimum of 2 years’ experience in the financial sector. In this full-time role, you will offer personalized financial advice, manage investment accounts, and cultivate strong relationships with our members. Engage with fellow experts in Sustainable Wealth Management to promote ethical investment solutions.
Key Responsibilities:
• Deliver personalized financial advice to meet member objectives
• Identify suitable investment products focusing on SRI
• Maintain and grow a book of investment accounts
• Recommend financial products tailored to member needs
• Offer coaching on Sustainable Wealth Management services
Requirements:
• Minimum 2 years in the financial industry
• Valid Mutual Fund License (CSC o...