At a Glance
- Tasks: Provide tailored investment and financial planning focused on socially responsible investing.
- Company: Join Vancity, a leader in ethical banking and financial services.
- Benefits: Starting salary of $75,000, customizable benefits, health coverage, and generous vacation.
- Other info: Permanent full-time role with opportunities for professional growth.
- Why this job: Make a positive impact while helping members achieve their financial goals.
- Qualifications: 2+ years of financial services experience and a passion for SRI.
The predicted salary is between 63000 - 77000 $ per year.
Vancity in Victoria, BC, is seeking a Wealth Planner with 2+ years of financial services experience to provide tailored investment and financial planning to our members, with a focus on SRI.
This is a full-time, permanent role reporting to the Team Manager, Wealth Solutions.
We offer a starting salary of $75,000 plus incentive, along with a comprehensive rewards package including customizable benefits, health coverage, generous vacation, and a defined benefit pension.
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Wealth Planner – SRI-Focused Financial Advisor in Victoria 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.
