Wealth Planner at Vancity Financial
V
Vancity
📍 squamish, squamish lillooet regional district, Canada
Job Description
Join Vancity as a Wealth Planner dedicated to improving member financial outcomes through SRI. Utilize your expertise to provide valuable investment solutions in a growing team.
In this role, you will support members with quality financial planning and management of sustainable investments. Utilize your experience to build lasting relationships while adhering to all regulatory standards. Your ability to identify needs and recommend services will be crucial for member success.
Key Responsibilities:
• Deliver personalized financial advice to members
• Recommend appropriate sustainable investment products
• Maintain a portfolio of investment accounts
• Assess member needs to suggest financial solutions
• Work closely with Sustainable Wealth Management teams
Requirements:
• 2+ years of financial industry experience
• Certification via Mutual Fund License (CSC or IFIC)
• Excellent relationship management abilities
• In-depth knowledge of financial service...
In this role, you will support members with quality financial planning and management of sustainable investments. Utilize your experience to build lasting relationships while adhering to all regulatory standards. Your ability to identify needs and recommend services will be crucial for member success.
Key Responsibilities:
• Deliver personalized financial advice to members
• Recommend appropriate sustainable investment products
• Maintain a portfolio of investment accounts
• Assess member needs to suggest financial solutions
• Work closely with Sustainable Wealth Management teams
Requirements:
• 2+ years of financial industry experience
• Certification via Mutual Fund License (CSC or IFIC)
• Excellent relationship management abilities
• In-depth knowledge of financial service...