Wealth Planner — SRI‑Focused Financial Planning

Vancity; Squamish; On-site; CAD 75,000 - 95,000; Full time

Benefits offered by this job

Living Wage Employer

Customizable Benefits

Generous Vacation

Extra Stat Holidays

Immediate Health Coverage

Defined Benefit Pension

Job summary

Vancity is seeking a Wealth Planner to serve members with sustainable investment strategies and investable solutions. The role reports to the Team Manager, Wealth Solutions, and supports our Squamish branch.

Expect to source new business and build lasting member relationships in a fast-growing team. We look for 2+ years in financial services, a Mutual Fund License (CSC/IFIC), and strong relationship skills.

Qualifications

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

Responsibilities

• Provide quality financial planning and advice aligned with SRI goals.
• Build and maintain a book of investment accounts by attracting new clients.
• Collaborate with Wealth Solutions specialists to enhance member outcomes.

Skills

Relationship Building

Mutual Fund License (CSC/IFIC)

Education

Post-secondary diploma in Business Administration / undergraduate degree

Job description

Vancity is seeking a Wealth Planner to serve members with sustainable investment strategies and investable solutions. The role reports to the Team Manager, Wealth Solutions, and supports our Squamish branch.

Expect to source new business and build lasting member relationships in a fast-growing team. We look for 2+ years in financial services, a Mutual Fund License (CSC/IFIC), and strong relationship skills.