Vancity

SRI Wealth Planner: Build Impactful Client Portfolios

📍 Location
squamish, squamish lillooet regional district
⏰ Job Type
Full-time
📅 Posted
May 25, 2026
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Job Description

A member-owned credit union is seeking a Wealth Planner passionate about serving members and providing investment solutions. This full-time permanent role, located in Squamish, focuses on offering quality financial planning and advice to help clients achieve their financial goals. Applicants should have at least two years of financial industry experience and a PFP/CFP designation. The starting annual salary is $75,000 plus incentives. Join a team dedicated to making a positive impact in the community.
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