Account Manager I/II - Fraser Street (18-Month Contract)

Vancity; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading credit union in Vancouver is seeking an Account Manager I/II to provide exceptional customer service and financial advice to its members. The role focuses on relationship building and assessing member needs to offer appropriate financial products. Applicants should possess a high school diploma and relevant financial planning coursework, with additional experience for the II position. A welcoming and inclusive workplace with competitive compensation is offered.

Benefits

Flexible benefits

Generous vacation

Immediate health coverage

Defined benefit pension

Extra statutory holidays

Qualifications

• Must have graduated high school and/or equivalent.
• Completion of Financial Planning Coursework is required.
• Experience in the financial industry is necessary.
• Account Manager II requires 2 years in an Account Manager role.
• Certifications in financial investment courses preferred.

Responsibilities

• Provide financial and relationship-based advice to members.
• Assess member needs to offer appropriate financial products.
• Recognize referral opportunities to specialized teams.
• Meet branch profitability targets.
• Ensure compliance with service standards and policies.

Skills

Customer service excellence

Communication skills

Interpersonal skills

Problem-solving

Relationship building

Education

High school diploma

Completion of Financial Planning Coursework

Post Secondary Education/Diploma

Tools

Financial planning software

Job description

Our Story & Purpose:

We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.

As the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,700 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today!

Your Role in Supporting Our Members:

As an Account Manager I/II, you will demonstrate excellence in customer service through solid communication and interpersonal skills, as you engage face-to-face with our membership. By demonstrating your subject matter expertise in the financial industry, you will build trust with our members and be able to ask exploratory questions to determine their goals, current and future needs. By working collaboratively with our members, you will provide best advice and create plans to help them achieve their financial goals.

As a result of your work Vancity will have more members with a high level of loyalty doing more of their business with Vancity helping us redefine wealth consistent with branch objectives.

This is an 18-month contract role based at ourFraser Street Community Branch (Branch 7) and will report directly to the Assistant Branch Manager.

How You'll Make an Impact:

• Providing comprehensive, financial and relationship-based advice in order to grow and maintain assigned and unassigned members' portfolios
• Identifying and assessing member/prospect needs to provide appropriate products and services which include signature lending, secured lending, mortgages, term deposits and the like
• Recognizing and making appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management, Wealth Protection, Business Banking and others, to deliver comprehensive support to our members
• Meeting targets as defined by objectives that will contribute to profitability for the branch and Vancity
• Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk

What You’ll Bring to the Team:

• Account Manager I:

• A High school diploma- At a minimum, you have graduated high school and/or equivalent
• Completion of Financial Planning Coursework-You have takenFundamentals of Personal Financial Planning or Financial Planning 1 and the CUIC 210
• Financial Industry Experience- One year of member service experience in the financial industry

• Account Manager II:

• A High school diploma- At a minimum, you have graduated high school and/or equivalent
• Minimum of 2 years in an Account Manager role
• Completion of Financial Planning Coursework-You have takenFundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a Certified Financial Planner (CFP) core curriculum program.
• Completed Investments coursework- You have takenInvestment Funds in Canada(IFC) orCanadian Investment FundsCourse (CIFC) orCanadian SecuritiesCourse (CSC)
• Financial Industry Experience- 3 years of member service experience in the financial industry

Extra Skills That Set You Apart:

• Banking and/or call center experience would be an asset
• Lending experience

You’ll Thrive Here If You Are:

• Resourceful–You understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members
• Tech-savvy –People often say you’re a quick learner and great with technology & systems
• A strong relationship builder–You find it easy to get to know others and build trust
• Ready for a challenge –You have a positive attitude and are able to work in a fast-paced changing environment

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

What You’ll Earn:

This role offers a salary range of$32.42 to $36.11 per hour for AM I and $36.68 to $40.85 per hour for AM II. The base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Why You’ll Love Working Here:

A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• Living Wage Employer: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.

At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.

We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at [e-mail]. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.

Qualifications Education

Preferred

Post Secondary Education/Diploma

Licenses & Certifications

Preferred

Cert Invest Funds Canada

Cdn Securities License