Become a Wealth Planning Specialist at Vancity, offering expert investment solutions and leadership in Socially Responsible Investments (SRI). This full-time, permanent position aims to empower our members through financial resilience.
In this role, your focus will be on developing strong client relationships and providing sound financial advice anchored in over two years of experience in the financial industry. Your contributions align with Vancity’s long-standing values of social justice and community impact, playing a vital role in redefining financial wellbeing.
Key Responsibilities:
• Provide expert financial advice minimizing risks
• Identify and recommend investment products for members
• Build a strategic portfolio of member accounts
• Collaborate with Sustainable Wealth Management experts
• Deliver ongoing training to branch staff on products
Requirements:
• 2+ years in financial services
• Certification as a Mutual Fund Advisor (CSC or IFIC)
•...