Location
garibaldi, bc, Canada
Posted
June 30, 2026
Job Description
Join Vancity as a Wealth Planner and leverage your investment expertise to support members at our Squamish branch. This full-time role focuses on delivering personalized financial planning and advocating for sustainable investments.
With a commitment to social impact, Vancity seeks candidates with at least 2 years in the financial sector. You'll utilize your skills to assist members in achieving their financial goals through effective investment solutions. Collaborate with team members to enhance overall financial well-being while building relationships within the community.
Key Responsibilities:
• Deliver comprehensive financial planning advice
• Champion Socially Responsible Investments for members
• Develop and maintain member investment accounts
• Assess member needs and recommend financial options
• Provide coaching on Sustainable Wealth Management services
Requirements:
• 2 years of finance industry experi...
With a commitment to social impact, Vancity seeks candidates with at least 2 years in the financial sector. You'll utilize your skills to assist members in achieving their financial goals through effective investment solutions. Collaborate with team members to enhance overall financial well-being while building relationships within the community.
Key Responsibilities:
• Deliver comprehensive financial planning advice
• Champion Socially Responsible Investments for members
• Develop and maintain member investment accounts
• Assess member needs and recommend financial options
• Provide coaching on Sustainable Wealth Management services
Requirements:
• 2 years of finance industry experi...