Vancity is a member-owned credit union built on the principles of inclusion and social justice.
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.
Vancity is a member-owned credit union built on the principles of inclusion and social justice.