Location
squamish, squamish lillooet regional district, Canada
Posted
June 27, 2026
Job Description
Make an impact as a Sustainable Wealth Planner at Vancity, focusing on Socially Responsible Investments. Use your investment knowledge and account management experience to guide members.
As part of our Wealth Planning team, you will demonstrate your commitment to community impact by providing members with quality investment solutions. This role focuses on building relationships, managing accounts, and ensuring compliance with all regulations. Help members achieve their financial objectives through insightful advice and services.
Key Responsibilities:
• Provide tailored financial planning and risk management
• Advocate for socially responsible investment solutions
• Develop and maintain a robust book of investment accounts
• Identify and respond to member financial needs
• Collaborate with wealth management experts for enhanced member support
Requirements:
• At least 2 years in the financial industry
• Mutual Fund License (CSC or IFIC)
• Proven relations...
As part of our Wealth Planning team, you will demonstrate your commitment to community impact by providing members with quality investment solutions. This role focuses on building relationships, managing accounts, and ensuring compliance with all regulations. Help members achieve their financial objectives through insightful advice and services.
Key Responsibilities:
• Provide tailored financial planning and risk management
• Advocate for socially responsible investment solutions
• Develop and maintain a robust book of investment accounts
• Identify and respond to member financial needs
• Collaborate with wealth management experts for enhanced member support
Requirements:
• At least 2 years in the financial industry
• Mutual Fund License (CSC or IFIC)
• Proven relations...