Wealth Planner
VancitySurrey, British Columbia, Canada
Posted April 10, 2026
75000 - 75000 CAD
Full Time
About the Company
Vancity is a member-owned credit union built on the principles of inclusion and social justice.
Job Description
Vancity is seeking a Wealth Planner to join their fast-growing Wealth Planning team. The successful candidate will have 2 or more years of financial industry experience, a Mutual Fund License, and excellent relationship-building skills. They will be responsible for providing quality financial planning and advice to members, recommending investment products and services, and building and maintaining a book of investment accounts.
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
Benefits
- Living Wage Employer
- Customizable Benefits
- Generous Vacation
- Extra Stat Holidays
- Immediate Health Coverage
- Defined Benefit Pension