Vancity Wealth Planner Role Surrey

Overview

Join Vancity as a Wealth Planner, where you can influence community financial health through socially responsible investments. Your account management experience will set you up for success. As part of the Wealth Planning team, you will engage with members to deliver robust financial advice and investment recommendations.

This permanent, full time position requires at least two years of experience in the financial sector and a drive to cultivate meaningful client relationships. Make a real impact by working towards our net-zero commitment.

Key Responsibilities

• Deliver exceptional financial planning and advice to members
• Recommend SRI-driven investment products and services
• Develop and manage your book of investment accounts
• Assess and identify member financial needs
• Provide technical expertise to branch staff on wealth management

Requirements

• At least 2 years of financial...