Shape financial futures as a Wealth Planner at Vancity, where your expertise in socially responsible investments will make a difference. Bring your account management skills to serve our community.
This full-time, permanent role emphasizes building relationships while providing tailored financial planning to our members. You'll leverage your financial industry experience of two or more years in a dynamic environment focused on goal achievement. Join a passionate team driving financial resilience and inclusion.
Key Responsibilities:
• Provide quality financial planning and advice for members
• Recommend suitable investment products leading with SRI
• Build and maintain a book of investment accounts
• Identify member needs and refer appropriate services
• Collaborate with specialists to enrich member well-being
Requirements:
• Minimum 2 years of financial industry experience
• Mutual Fund License (CSC or IFIC)
• Strong relationship building skills
• So...