Wealth Planner - Squamish
VancitySquamish, British Columbia, Canada
Posted March 4, 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
We are looking for a Wealth Planner to join our team in Squamish, BC, Canada. As a Wealth Planner, you will provide quality financial planning and advice to members, recommending investment products and services suitable to their needs. You will also build and maintain a book of investment accounts and provide ongoing technical expertise to branch staff.
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