Wealth Planner - Squamish
$75,000–$75,000 year
On-site · Squamish, British Columbia, Canada
EXPIREDSquamish, British Columbia, CanadaOn-siteFull Time$75,000–$75,000 yearMid LevelBachelors DegreeLarge
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Large
Job Summary
Join Vancity as a Wealth Planner to provide financial planning and investment advice while building and maintaining client relationships. Leverage your financial industry experience and advocate for Socially Responsible Investments to help members achieve their financial goals.
Required Qualifications
- 2 or more years of financial industry experience
- Mutual Fund License
- Excellent Relationship Building Skills
- A solid grasp of the financial services industry
- PFP/CFP designation
Desired Qualifications
- Previous experience managing a portfolio of member relationships in a wealth management or similar role
- A specialized post-secondary diploma in Business Administration / general undergraduate degree
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