Job Description
Vancity is hiring a Wealth Planner dedicated to financial wellness at our Squamish branch. This full-time position emphasizes Socially Responsible Investments and requires a drive to advocate for member success.
As a member of our Wealth Planning team, you’ll leverage your 2+ years in finance to offer tailored financial advice to our members. Your role will involve sourcing new business and deepening relationships to enhance our community impact through sustainable financial solutions.
Key Responsibilities:
• Provide strategic financial planning and investment advice
• Recommend investment products aligning with SRI principles
• Build a robust client investment portfolio
• Address member needs with appropriate financial recommendations
• Collaborate with specialists in Sustainable Wealth Management
Requirements:
• Minimum 2 years of relevant financial experience
• Mutual Fund License (CSC or IFIC program)<...
As a member of our Wealth Planning team, you’ll leverage your 2+ years in finance to offer tailored financial advice to our members. Your role will involve sourcing new business and deepening relationships to enhance our community impact through sustainable financial solutions.
Key Responsibilities:
• Provide strategic financial planning and investment advice
• Recommend investment products aligning with SRI principles
• Build a robust client investment portfolio
• Address member needs with appropriate financial recommendations
• Collaborate with specialists in Sustainable Wealth Management
Requirements:
• Minimum 2 years of relevant financial experience
• Mutual Fund License (CSC or IFIC program)<...