SRI Wealth Planner: Build Impactful Client Portfolios

Vancity
📍 squamish, squamish lillooet regional district, Canada 💼 Full-time 🕒 Posted June 01, 2026

Job Description

A member-owned credit union is seeking a Wealth Planner passionate about serving members and providing investment solutions. This full-time permanent role, located in Squamish, focuses on offering quality financial planning and advice to help clients achieve their financial goals. Applicants should have at least two years of financial industry experience and a PFP/CFP designation. The starting annual salary is $75,000 plus incentives. Join a team dedicated to making a positive impact in the community.
#J-18808-Ljbffr

Ready to Apply?

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

Submit Application

Job Details

  • Location squamish, squamish lillooet regional district
  • Job Type Full-time
  • Category Finance
  • Posted Date June 01, 2026
  • Application Deadline July 11, 2026