Job Description
Vancity invites you to apply for the Wealth Planner position, where you'll make a difference by providing tailored financial solutions to our members. Focus on socially responsible investments while working in our Squamish branch.
As a full-time, permanent Wealth Planner, you will leverage your 2+ years of experience and passion for financial services. In this role, you will advise members on investment products, build a sustainable client portfolio, and collaborate with our wealth specialists to optimize member well-being through comprehensive financial strategies.
Key Responsibilities:
• Provide expert financial planning to help members succeed
• Recommend appropriate SRI investment products
• Develop and maintain a robust client investment portfolio
• Identify member needs for financial products and services
• Coach branch staff on wealth management offerings
Requirements:
• Minimum of 2 years of experience in finance
• Required Mutual Fund License (CSC...
As a full-time, permanent Wealth Planner, you will leverage your 2+ years of experience and passion for financial services. In this role, you will advise members on investment products, build a sustainable client portfolio, and collaborate with our wealth specialists to optimize member well-being through comprehensive financial strategies.
Key Responsibilities:
• Provide expert financial planning to help members succeed
• Recommend appropriate SRI investment products
• Develop and maintain a robust client investment portfolio
• Identify member needs for financial products and services
• Coach branch staff on wealth management offerings
Requirements:
• Minimum of 2 years of experience in finance
• Required Mutual Fund License (CSC...