Location
victoria
Job Type
Full-time
Posted
June 27, 2026
Job Description
Advance your career as a Wealth Planner at Vancity, focusing on socially responsible investments to elevate member financial success. Your expertise in account management will be key.
In this full-time, permanent role, you will provide tailored financial planning and advice to our diverse members. We seek candidates with a minimum of two years in finance, who are eager to foster relationships and advocate for sustainable financial solutions. Become part of a leading credit union committed to community-driven success.
Key Responsibilities:
• Offer comprehensive financial planning that minimizes risks
• Recommend SRI-aligned investment products and services
• Build and sustain a portfolio of member relationships
• Identify member investment needs and recommend solutions
• Collaborate with wealth specialists to enhance member services
Requirements:
• 2+ years of experience in the financial industry
• Mutual Fund License (CSC or IFIC) required
• Strong skil...
In this full-time, permanent role, you will provide tailored financial planning and advice to our diverse members. We seek candidates with a minimum of two years in finance, who are eager to foster relationships and advocate for sustainable financial solutions. Become part of a leading credit union committed to community-driven success.
Key Responsibilities:
• Offer comprehensive financial planning that minimizes risks
• Recommend SRI-aligned investment products and services
• Build and sustain a portfolio of member relationships
• Identify member investment needs and recommend solutions
• Collaborate with wealth specialists to enhance member services
Requirements:
• 2+ years of experience in the financial industry
• Mutual Fund License (CSC or IFIC) required
• Strong skil...