Wealth Planner - SRI-Focused Financial Advisor

Vancity; Victoria; Sur place; CAD 68 000 - 83 000; Plein temps

Avantages offerts par ce poste

Living Wage Employer

Customizable Benefits

Generous Vacation

Extra Stat Holidays

Immediate Health Coverage

Defined Benefit Pension

Résumé du poste

Vancity in Victoria, BC, is seeking a Wealth Planner with 2+ years of financial services experience to provide tailored investment and financial planning to our members, with a focus on SRI. This is a full-time, permanent role reporting to the Team Manager, Wealth Solutions.

We offer a starting salary of $75,000 plus incentive, along with a comprehensive rewards package including customizable benefits, health coverage, generous vacation, and a defined benefit pension.

Qualifications

• 2+ years of financial industry experience.
• Mutual Fund License (CSC or IFIC) required.
• Excellent relationship-building skills and strong knowledge of financial services.

Responsabilités

• Provide quality financial planning and advice to help members meet objectives while managing risk.
• Recommend investment products and services (emphasizing SRI) in line with regulatory standards.
• Build and maintain a book of investment accounts by sourcing new business and fostering relationships.

Connaissances

Relationship building

Sales

Analytical thinking

Communication

Formation

Mutual Fund License (CSC or IFIC)

Description du poste

Vancity in Victoria, BC, is seeking a Wealth Planner with 2+ years of financial services experience to provide tailored investment and financial planning to our members, with a focus on SRI. This is a full-time, permanent role reporting to the Team Manager, Wealth Solutions.

We offer a starting salary of $75,000 plus incentive, along with a comprehensive rewards package including customizable benefits, health coverage, generous vacation, and a defined benefit pension.