Wealth Planner (12-Month Contract)

Vancity • Vancouver, BC

4d • Onsite

About The Position

We are looking for passionate professionals with 2 or more years of financial industry experience to work as a Wealth Planner. We are looking for individuals who have the desire to not only leverage their existing skills and/but are proactively seeking opportunities to developing new skills/experiences and build a book of clients that support their career goals and ongoing development. This is a Full-time, Temporary role that will report directly to the Team Manager, Wealth Solutions. This role will support our Kerrisdale branch.

Requirements

• 2 or more years of financial industry experience
• Mutual Fund License (CSC or IFIC program)
• Excellent Relationship Building Skills
• A solid grasp of the financial services industry
• PFP/CFP designation

Nice To Haves

• 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

Responsibilities

• Providing quality financial planning and advice that enables members to achieve financial objectives while minimizing risk to the member and Vancity
• Recommending investment products and services (leading with SRI) suitable to the members' investment needs adhering to applicable regulatory standards
• Building and maintaining a book of investment accounts by sourcing new business, building relationships with lines of business and within the branch, and developing relationships with existing members
• Identifying member needs and recommending or referring appropriate financial products and services
• Through collaboration with other Sustainable Wealth Management specialists, leverage opportunities across to enhance member well-being through introduction to all financial channels
• Providing ongoing technical expertise and coaching to branch staff regarding Sustainable Wealth Management products and services

Benefits

• Competitive rewards and benefits
• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree