Job Description

Make an impact as a Sustainable Wealth Planner at Vancity, focusing on Socially Responsible Investments. Use your investment knowledge and account management experience to guide members. As part of our Wealth Planning team, you will demonstrate your commitment to community impact by providing members with quality investment solutions.

Key Responsibilities

  • Provide tailored financial planning and risk management
  • Advocate for socially responsible investment solutions
  • Develop and maintain a robust book of investment accounts
  • Identify and respond to member financial needs
  • Collaborate with wealth management experts for enhanced member support

Requirements

  • At least 2 years in the financial industry
  • Mutual Fund License (CSC or IFIC)
  • Proven relationship-building capabilities
  • Comprehensive understanding of the financial landscape

Bring your expertise and passion for...

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