Wealth Planner

Vancity; Vancouver; On-site; CAD 64,000 - 86,000; Full time

Benefits offered by this job

Benefits package

Vacation days

Holidays

Care days

Unpaid leave

Job summary

Vancity is seeking a Wealth Planner to guide members through financial planning and investment decisions with an emphasis on socially responsible investing. The role supports a personal client book, works within Wealth Solutions, and reports to the Team Manager of Wealth Solutions.

Ideal candidates have 2+ years in financial services, a CSC/IFIC mutual fund license, and strong relationship-building skills. Travel within Vancity’s market area may be required as part of the role.

Qualifications

• Two or more years in the financial services industry.
• Strong ability to build lasting member relationships.
• Experience providing socially responsible investment guidance.

Responsibilities

• Deliver high-quality financial planning and advice to members.
• Recommend investment products with an SRI emphasis while ensuring regulatory compliance.
• Grow a personal client book by sourcing new business.
• Collaborate with Sustainable Wealth Management teammates to enhance member outcomes.
• Provide ongoing technical coaching to staff on Wealth Management products.

Skills

Financial planning

Investment advice

Relationship building

SRI knowledge

Sales focus

Education

Mutual Fund License (CSC or IFIC)

Job description

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada. If you’re interested in joining their team of 2,700 diverse individuals and accessing competitive rewards and benefits, all while knowing you are part of a greater movement,

About the workplace

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.

As a Wealth Planner, you will bring at least two years of experience in the financial industry to help clients navigate their financial journeys. You’ll have the opportunity to leverage your existing expertise while actively seeking out new skills and experiences to grow your capabilities. This role is ideal for professionals who are motivated to build and manage a personal book of clients aligned with their long-term career goals and ongoing professional development.

This is a Full Time, Permanent role that reports directly into the Team Manager of Wealth Solutions.

A typical day involves:

• 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 developing relationships with existing members
• Identifying member needs and recommending or referring appropriate financial products and services
• Through collaboration with other Sustainable Wealth Management specialists, leverage opportunities across to enhance member well-being through introduction to all financial channels
• Providing ongoing technical expertise and coaching to branch staff regarding Sustainable Wealth Management products and services

You are:

• A Confident Problem Solver – you take every conversation with our members as a chance to solve their investment needs
• A Great Communicator – you can build relationships quite easily with a variety of different people and provide expertise and advice to appropriate financial products and services
• Passionate about sales – your impeccable track record for sourcing new business, and developing relationships with members and prospective members makes you sought after by so many people
• Analytical – You find it easy to recommend investment products and services (including SRI) suitable to the members' investment needs adhering to applicable regulatory standards
• Flexible – you are willing to travel or move geographically within Vancity’s market area to meet our member and/or business needs
• Passionate – about being a financial force for change and believe that finance can have a positive impact in the world

You have:

• 2 or more years of financial industry experience
• Mutual Fund License (CSC or IFIC program)
• Excellent Relationship Building Skills
• A solid grasp of the financial services industry

Bonus points if you have:

• Previous experience managing a portfolio of member relationships in a wealth management or similar role
• A specialized post-secondary diploma in Business Administration / general undergraduate degree
• Proficiency in Cantonese and Mandarin is a plus, as it will enhance communication with our diverse client base

The starting salary range for this role is $75,000 plus incentive annually. 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.

• Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs
• New employees receive between three and four weeks of vacation allowance per calendar year, and the number of vacation days grows - to a maximum of six weeks per year - as their length of service increases.
• In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.

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.

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.

We are committed to providing an inclusive and accessible recruitment experience for all candidates. If you require any accommodations at any stage of the recruitment process, please reach out to our Talent Acquisition team [e-mail] for confidential support.In-person assistance is also available. We will collaborate with you to ensure your needs are met promptly and effectively.