Wealth Advisor

5 months ago

Vancouver, Canada Vancouver City Savings Credit Union Full time

Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,700 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement.

Are you a passionate financial industry professional? Do you have experience in account management and a keen interest in providing our current and prospective members with quality financial advice, appropriate socially responsible investments, and other investment solutions to meet their needs? We are looking for key talent to join our growing **Wealth Advisor** team

**A typical day would involve**:

- Providing quality financial advice that enables members to achieve financial objectives while minimizing risk to the member and Vancity.
- Recommending investment products and services (including Socially Responsible Investing) 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 specialist in other lines of businesses, leveraging opportunities across to enhance member well-being through introduction to all financial channels.
- Providing ongoing technical expertise and coaching to branch staff regarding wealth management products and services.

**You Are**:

- **A Great Communicator** - You use your writing, speaking and interpersonal skills in acting as a resource for the specialized area, providing specialized advice, guidance, explanations, and related support; and also to participate development of program content.
- **Analytical** - to review information, detect anomalies, and investigate and resolve discrepancies.

**You Have**:

- Minimum 5 years of financial industry experience, including a minimum of 2 years as an IIROC licensed representative
- Valid IIROC license in good standing
- Minimum 5 years’ experience managing a portfolio of member relationships.
- Successful completion of a Financial Planning program and Certified Financial Planner designation (ie, CFP, PFP)
- Excellent Relationship Building Skills
- An extensive understanding of the financial services industry
- A specialized post-secondary diploma in Business Administration / general undergraduate degree
- Ability to build rapport with a wide variety of individuals, using strong communication skills, both written, verbal and presentation.
- Ability to understand, interpret and communicate complex investment solutions, the markets & the economy to a variety of audiences.
- Highly professional reputation and judgment with strong ethics and values.
- A team player who works well as a member of a group/team

**The Team**: The Wealth Advisor reports directly into the Regional Manager Wealth Solutions.

**Salary Band**:Competitive base salary + variable incentive

***Posting Deadline: Posted until filled**

**We offer**:

- We are the largest private-sector 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 to 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, full-time, permanent staff can purchase 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 short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
- Our Health care & dental benefits offer three levels of health care and dental coverage for you to choose from. These benefits will also be effective immediately based in your hire date
- We understand that retirement means different things to different people and at Vancity we will offer you a Defined pension plan that pays you a retirement income for life.

**Licenses & Certifications**: Preferred
- Chartered Accountant
- Chartered Fin Analyst
- Certified Fin Planner
- Chartered Investment Mgr
- Financial Mgmt Advisor
- Registered Fin Planner

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