Wealth Planner

7 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.

We are looking for a passionate professionals with 2 or more years of financial industry experience, including a minimum of 2 years in an Account Manager or equivalent role within a Financial Institution to work as a **Wealth Planner** supporting our Greater Victoria area branches.

**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 well-being 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
- ** Passionate about sales** - 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 post-secondary diploma in Business Administration / general undergraduate degree

**Bonus points if you have**:

- Previous experience managing a portfolio of member relationships
- A specialized post-secondary diploma in Business Administration / general undergraduate degree

**The team**:
Wealth Planners report directly into the Team Lead, Wealth Solutions.

**Pay structure**: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 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 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.

Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your 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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