Become a Wealth Planner at Vancity, where passion for financial solutions meets commitment to social justice. This full-time position supports our members in achieving financial goals.

In this role, you will bring at least two years of financial expertise to deliver customized planning services. Build and manage your own portfolio of clients, recommend Socially Responsible Investments, and collaborate with specialists to create a holistic financial experience. Your voice will contribute to inclusive financial practices in the community.

Key Responsibilities:
• Provide financial planning that enhances member success
• Recommend investment solutions compliant with regulations
• Develop and maintain a portfolio of investment accounts
• Identify needs and advise on appropriate financial products
• Share your knowledge with branch staff on Wealth Management

Requirements:
• Minimum of 2 years in financial sector
• Mutual Fund License required (CSC or IFIC)
• Proven relationship-building skills
• Deep understanding of financial services landscape

Empower change through strategic financial planning with Vancity!
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Wealth Planner Full Time at Vancity