Wealth Planner at Vancity Credit Union
Vancity • victoria, Canada
Role Description
Vancity is seeking a passionate Wealth Planner to empower members financially while promoting Socially Responsible Investments (SRI). This full-time permanent role focuses on client relationship building and tailored investment solutions.
As part of our growing Wealth Planning team, you will leverage over two years of financial industry experience to guide members in achieving their financial objectives. Your skills in account management and commitment to SRI will help foster community impact through responsible investing. This crucial role supports Vancity's commitment to financial inclusion and social justice.
Key Responsibilities:
• Provide comprehensive financial advice to members
• Recommend investment products, leading with SRI
• Build and maintain a portfolio of investment accounts
• Identify and address member financial needs
• Collaborate with specialists for enhanced member services
Requirements:
• Min...
As part of our growing Wealth Planning team, you will leverage over two years of financial industry experience to guide members in achieving their financial objectives. Your skills in account management and commitment to SRI will help foster community impact through responsible investing. This crucial role supports Vancity's commitment to financial inclusion and social justice.
Key Responsibilities:
• Provide comprehensive financial advice to members
• Recommend investment products, leading with SRI
• Build and maintain a portfolio of investment accounts
• Identify and address member financial needs
• Collaborate with specialists for enhanced member services
Requirements:
• Min...