Financial Advisor at Vancity

Elevate your career as a Financial Advisor with Vancity, transforming member's financial futures through expert planning and investment strategies. This Full-time, Temporary role emphasizes relationship-building to meet members' needs.

With over two years of financial industry experience, Vancity seeks a Wealth Planner to provide quality advice and tailor investment products. Collaborate with Sustainable Wealth Management specialists while enhancing member well-being through financial solutions. Your focus will be on sourcing new business and nurturing relationships in the branch.

Key Responsibilities:
• Deliver financial planning to help members achieve goals
• Recommend suitable investment products and services
• Build and maintain a book of investment accounts
• Identify member needs and enhance product offerings
• Provide coaching on Wealth Management products

Requirements:
• 2+ years of financial industry e...

Ready to Apply?

Submit your application today and join our talented team at Vancouver City Savings Credit Union.

Submit Application