Vancity
Vancity Wealth Planning Expert
Job Description
Become a Wealth Planning expert at Vancity, focusing on investment solutions that matter. This Full-Time, Temporary role supports our Kerrisdale branch and is perfect for financial professionals committed to socially responsible investing.
With a minimum of two years in the financial industry, you’ll play a crucial role by offering specialized financial advice that minimizes risk and maximizes impact for members. You'll build relationships, identify needs, and recommend suitable financial products while collaborating closely with Sustainable Wealth Management experts, driving community well-being.
Key Responsibilities:
• Deliver personalized financial planning for members
• Suggest investment products, prioritizing SRI
• Manage and expand a portfolio of investment accounts
• Assess member needs and direct them to appropriate services
• Provide ongoing coaching to branch staff on products
Requirements:
• At least...
With a minimum of two years in the financial industry, you’ll play a crucial role by offering specialized financial advice that minimizes risk and maximizes impact for members. You'll build relationships, identify needs, and recommend suitable financial products while collaborating closely with Sustainable Wealth Management experts, driving community well-being.
Key Responsibilities:
• Deliver personalized financial planning for members
• Suggest investment products, prioritizing SRI
• Manage and expand a portfolio of investment accounts
• Assess member needs and direct them to appropriate services
• Provide ongoing coaching to branch staff on products
Requirements:
• At least...