Vancity is seeking a Wealth Planner for our Guildford Community Branch to deliver financial planning and investment guidance with a focus on socially responsible investing. The role is full-time, temporary for 20 months, and reports to the Team Manager, Wealth Solutions.
Candidates should have at least two years in financial services, hold a mutual fund license, and possess a CFP/PFP/QAFP designation. A portfolio-management mindset and strong relationship skills are essential.
Contact Details:
Vancouver City Savings Credit Union Recruitment Team
