Location
squamish, squamish lillooet regional district, Canada
Posted
June 13, 2026
Job Description
Your Role in Supporting Our Members
Are you passionate to serve members and make a difference in the community? Do you have solid experience in account management and a keen interest in providing investment solutions? And finally, are you passionate about advocating for SRI - Socially Responsible Investments to our current and prospective members? We are looking for key talent to join our fast-growing Wealth Planning team! Take a look below to learn more.
How You'll Make an Impact
- Providing quality financial planning and advice that enables members to achieve financial objectives while minimizing risk to the member and Vancity
- Recommending investment products and services (leading with SRI) suitable to the members' investment needs adhering to applicable regulatory standards
- Building and maintaining a book of investment accounts by sourcing new business, building relationships with lines of business and within the branch, and ...