Wealth Planner

Vancity; Victoria; On-site; CAD 72,000 - 88,000; Full time

Benefits offered by this job

Attractive benefit packages

3-4 weeks vacation allowance

Additional statutory holidays

Care days for personal illness

Opportunities for unpaid leave

Job summary

Join a forward-thinking credit union committed to social justice and inclusion as a Wealth Planner. In this full-time role, you will provide expert financial planning and investment solutions, helping members achieve their financial objectives while minimizing risk. With a focus on socially responsible investments, you will build lasting relationships and contribute to a positive community impact. Enjoy competitive rewards, a supportive team environment, and the opportunity to grow your career in a company recognized as one of Canada's top employers. If you are passionate about making a difference and have the skills to thrive in the financial sector, we want to hear from you!

Qualifications

• 2+ years of experience in the financial industry with a focus on investment solutions.
• Strong relationship-building skills and a solid grasp of financial services.

Responsibilities

• Provide financial planning and advice to help members achieve their financial goals.
• Build and maintain a book of investment accounts through relationship management.

Skills

Financial Planning

Relationship Building

Problem Solving

Sales

Analytical Skills

Communication Skills

Education

Post-secondary diploma in Business Administration

Undergraduate degree

Tools

Mutual Fund License (CSC or IFIC program)

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, then apply today!

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.

The Role: Wealth Planner

This is a Full Time, Permanent role and reports directly into the Team Mgr Wealth Solutions.

We are looking for passionate professionals with 2 or more years of financial industry experience to work as a Wealth Planner. We are looking for individuals who have the desire to not only leverage their existing skills and proactively seek opportunities to develop new skills and experiences and build a book of clients that support their career goals and ongoing development. This is a Permanent Full-Time role that will be fully on-site.

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.

Salary Range: Incentive 4wks

The starting salary range for this role is $80,000 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.

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.

• 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.

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 at [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.