Wealth Planner - Squamish

Vancity • Squamish, BC

160d • $75,000

About The Position

We’re Vancity, a member-owned credit union built on the principles of inclusion
and social justice. Since 1946, our relentless commitment to these values has
helped us challenge the status quo and break down barriers. We’ve made bold
commitments to become net-zero by 2040 across all mortgages and loans, and we’re
actively pursuing strategies in Indigenous banking and financial resilience for
our members.

As the largest private sector Living Wage Employer in Canada, we’re proud to be
consistently recognized as one of the country’s Top Employers. If you’re ready
to join our team of 2,300 diverse individuals, access competitive rewards and
benefits, and be part of a greater movement - apply today!

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? And finally, are you passionate about advocating for SRI -
Socially Responsible Investments to our current and prospective members? We are
looking for key talent to join our fast-growing 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. 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, Permanent role that will report directly to the Team
Manager, Wealth Solutions. This role will support our Squamish 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

• Living Wage Employer: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
• 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: No Education Listed