Wealth Planner - Squamish

Your Role in Supporting Our Members

Are you passionate to serve members and make a difference in the community? Do you have solid experience in account management and a keen interest in providing investment solutions? And finally, are you passionate about advocating for SRI - Socially Responsible Investments to our current and prospective members? We are looking for key talent to join our fast-growing Wealth Planning team! Take a look below to learn more.

How You'll Make an Impact

• Providing quality financial planning and advice that enables members to achieve financial objectives while minimizing risk to the member and Vancity
• Recommending investment products and services (leading with SRI) suitable to the members' investment needs adhering to applicable regulatory standards
• Building and maintaining a book of investment accounts by sourcing new business, building relationships with lines of business and within the branch, and ...

Ready to Apply?

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