Account Manager I/II - Shaughnessy Station
$67,434–$75,109 year
On-site · Port Coquitlam, British Columbia, Canada
Job Summary
Account Manager I/II at Vancity (Shaughnessy Station) delivers comprehensive financial and relationship-based advice to members face-to-face, assessing needs, recommending products (lending, mortgages, term deposits), and partnering with specialized teams to support members' goals. The role emphasizes customer service, trust-building, meeting branch objectives, adherence to policies, and a willingness to apply financial planning coursework and industry experience to grow and maintain member portfolios. The position is full-time and located at the Shaughnessy Station Community Branch (Branch 33).
Required Qualifications
- High school diploma
- Completion of Financial Planning Coursework (Fundamentals of Personal Financial Planning or Financial Planning 1) and CUIC 210
- One year of member service experience in the financial industry (AM I) OR three years of member service experience in the financial industry (AM II)
- Completed Investments coursework (IFC or CIFC or CSC) for AM II
- CFP core curriculum coursework for AM II
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.