Full Time Wealth Planner Role Squamish

Elevate your career with Vancity as a Wealth Planner, focusing on crafting tailored investment strategies that meet our members' financial goals. Utilize your passion for socially responsible investing in this full-time position at our Squamish branch.

We’re seeking a dedicated qualified with 2 or more years in the financial sector. Your role will involve offering financial advice, managing investment accounts, and developing robust relationships with members. Promote ethical investment solutions while collaborating with other experts in Sustainable Wealth Management.

Key Responsibilities:

• Deliver personalized financial advice to achieve member objectives
• Identify suitable investment products leading with SRI
• Maintain and grow a book of investment accounts
• Recommend financial products based on member needs
• Provide coaching on Sustainable Wealth Management services

Requirements:

• 2+ years of...

Ready to Apply?

Submit your application today and join our talented team at Vancity (2.0).