Accounting & Finance

Wealth Planner — SRI‑Focused Financial Planning

Vancity

Squamish · Squamish Lillooet Regional District · Canada

Vancity is seeking a Wealth Planner to serve members with sustainable investment strategies and investable solutions. The role reports to the Team Manager, Wealth Solutions, and supports our Squamish branch.

Expect to source new business and build lasting member relationships in a fast-growing team. We look for 2+ years in financial services, a Mutual Fund License (CSC/IFIC), and strong relationship skills.

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Reference: WJ-3875_13075550

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