Location
squamish, squamish lillooet regional district, Canada
Posted
June 12, 2026
Job Description
Transform lives at Vancity as a Wealth Planner focused on Socially Responsible Investments. Leverage your account management skills to provide tailored financial solutions for members.
As a Wealth Planner in our growing team, you’ll utilize your financial expertise to assist members in achieving their financial goals. Your role involves advising on sustainable investment products while ensuring compliance with regulatory standards. You'll foster relationships, source new business, and identify member needs effectively.
Key Responsibilities:
• Provide quality financial planning and investment advice
• Recommend socially responsible investment products
• Build and manage a book of member accounts
• Identify member needs and suggest relevant financial services
• Collaborate with wealth management specialists for comprehensive support
Requirements:
• Minimum of 2 years in the financial industry
• Mutual Fund License from CSC or IFIC program
• Strong relatio...
As a Wealth Planner in our growing team, you’ll utilize your financial expertise to assist members in achieving their financial goals. Your role involves advising on sustainable investment products while ensuring compliance with regulatory standards. You'll foster relationships, source new business, and identify member needs effectively.
Key Responsibilities:
• Provide quality financial planning and investment advice
• Recommend socially responsible investment products
• Build and manage a book of member accounts
• Identify member needs and suggest relevant financial services
• Collaborate with wealth management specialists for comprehensive support
Requirements:
• Minimum of 2 years in the financial industry
• Mutual Fund License from CSC or IFIC program
• Strong relatio...