Vancity is seeking a Wealth Planner to serve members with sustainable investment strategies and investable solutions. The role reports to the Team Manager, Wealth Solutions, and supports our Squamish branch.
Expect to source new business and build lasting member relationships in a fast-growing team. We look for 2+ years in financial services, a Mutual Fund License (CSC/IFIC), and strong relationship skills.
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Wealth Planner — SRI‑Focused Financial Planning in Squamish employer: Vancity
Vancity is an exceptional employer that prioritizes employee growth and collaboration in a supportive hybrid work environment. As a Growth Marketing Lead, you'll not only drive impactful marketing strategies in the Wealth & Investing sector but also benefit from a culture that values innovation and teamwork, ensuring your contributions are recognized and rewarded. With a commitment to community and member-focused initiatives, Vancity offers a unique opportunity to make a meaningful impact while advancing your career.
