Wealth Planner

2 weeks ago

Vancouver, British Columbia, Canada Vancouver City Savings Credit Union Full time

We are looking for two enterprising professionals with 3 or more years of financial industry experience, including a minimum of 2 years in an Account Manager or equivalent role within a Financial Institution.


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 wellbeing 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
-
Sales driven - 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 postsecondary diploma in Business Administration / general undergraduate degree

The team:

Wealth Planners report directly into the Team Lead, Wealth Solutions.

Pay Band:4 Weeks Incentive

We offer:

  • We are the largest privatesector 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, fulltime, permanent staff can purchase up to six extra days of vacation through our flexible benefits package.
  • In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of shortterm personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
  • We understand that retirement means different things to different people and at Vancity we offer retirement programs to meet diverse needs.

Education:
Preferred

  • Post Secondary Education/Diploma or better in Business Administration
  • Post Secondary Education/Diploma or better in Financial Planning

Licenses & Certifications:
Preferred

  • Certified Fin Planner

Skills:
Preferred

  • Account Management
  • Relationship Building
  • Sales
  • Financial Services

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