At a Glance
- Tasks: Help members achieve financial goals with tailored investment strategies and advice.
- Company: Join Vancity, Canada's largest Living Wage Employer, committed to community support.
- Benefits: Full-time position with competitive salary and opportunities for professional growth.
- Other info: Collaborative environment with travel opportunities within Vancity's market areas.
- Why this job: Make a real difference in people's lives while promoting socially responsible investments.
- Qualifications: 2+ years in finance, Mutual Fund License, and strong relationship-building skills.
The predicted salary is between 67500 - 82500 $ per year.
Optimize member financial health as a Wealth Planner with Vancity, Canada's largest Living Wage Employer.
This full-time, permanent position in Squamish focuses on delivering tailored investment strategies to clients.
In this role, you will leverage your financial expertise to guide members in achieving their unique financial objectives.
You'll be tasked with building a book of clients while advocating for socially responsible investment solutions.
Collaboration with Wealth Management specialists will enhance member service through innovative solutions and financial products.
Key Responsibilities
- Provide tailored financial planning and investment advice
- Promote investment services centered on SRI
- Develop and manage a portfolio of investment accounts
- Identify and address member financial needs effectively
- Partner with financial experts for holistic member support
Requirements
- Over 2 years of experience in the financial industry
- Mutual Fund License (CSC or IFIC
- Strong relationship building capabilities
- Comprehensive understanding of financial services
- Available for travel within Vancity's market areas
Leverage your passion for finance and community support by joining the Wealth Planning team at Vancity.
Wealth Planner in Squamish employer: Vancity (2.0)
Vancity is an exceptional employer that prioritizes innovation and member satisfaction in a collaborative remote work environment. As a Senior Manager, you'll have the opportunity to lead transformative projects that enhance credit card digital experiences while benefiting from a supportive culture that fosters professional growth and development. With a commitment to social responsibility and community impact, Vancity offers a unique workplace where your contributions truly matter.
