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Job Description
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? Finally, are you passionate about advocating for SRI โ Socially Responsible Investments to our current and prospective members? We are looking for key talent to join our fastโgrowing Wealth Planning team! Take a look below to learn more.
We are looking for passionate professionals with 2 or more years of financial industry experience to work as a Wealth Planner. This is a Fullโtime, Temporary role that will report directly to the Team Manager, Wealth Solutions. This role will support our Kerrisdale branch.
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...