Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,700 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement.

We are looking for two passionate professionals with 2 or more years of financial industry experience, including a minimum of 2 years in an Account Manager or equivalent role within a Financial Institution to work as a Wealth Planner supporting lower mainland area branches.

Please note; 1 position is permanent and the other one is a 24 months contract.

A typical day involves:
• 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.

You are:
• A Confident Problem Solver – you take every conversation with our members as a chance to solve their investment needs
• A Great Communicator – you can build relationships quite easily with a variety of different people and provide expertise and advice to appropriate financial products and services
• Passionate about sales – your impeccable track record for sourcing new business, and developing relationships with members and prospective members makes you sought after by so many people
• Analytical – You find it easy to recommend investment products and services (including SRI) suitable to the members' investment needs adhering to applicable regulatory standards
• Flexible – you are willing to travel or move geographically within Vancity’s market area to meet our member and/or business needs.
• Passionate – about being a financial force for change and believe that finance can have a positive impact in the world.

You have:
• 3 or more years of financial industry experience
• Mutual Fund License (CSC or IFIC program)
• 2 or more years as an Account Manager or equivalent role within a Financial Intuition
• Excellent Relationship Building Skills
• A solid grasp of the financial services industry
• PFP/CFP designation

Bonus points if you have:
• Previous experience managing a portfolio of member relationships
• A specialized post-secondary diploma in Business Administration / general undergraduate degree

Bonus points if you have:
• Previous experience managing a portfolio of member relationships
• A specialized post-secondary diploma in Business Administration / general undergraduate degree

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

The team:
Wealth Planners report directly into the Team Lead, Wealth Solutions.

Pay structure: Competitive base salary + variable incentive

Posting Deadline: Posted until filled

We offer:

• We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada
• Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs
• New employees receive between three and four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases.
• In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.

At Vancity we’re dedicated to being an inclusive, anti-racist organization with a workforce that reflects the diversity of the communities we serve. We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs

As part of this commitment we are taking action to learn more about our applicants and ask that you complete a short and anonymous Diversity Survey that will influence the design and execution of Vancity’s overall DEI initiatives and programs, one of which aims to advance our commitment to become a financial force for change and build a fair world. Please click this hyperlink to complete the Diversity Survey. Your responses are collected anonymously and will never be linked to your job application.

Please note that all shortlisted candidates for this role will be required to complete a background check which includes resume verification, credit check, criminal record check.

Qualifications

Education

Preferred

Post Secondary Education/Diploma

Post Secondary Education/Diploma

Licenses & Certifications

Preferred

Certified Fin Planner