Wealth Planner - Victoria

About the position

We are looking for passionate professionals with 2 or more years of financial industry experience to work as a Wealth Planner. We are looking for individuals who have the desire to not only leverage their existing skills and/but are proactively seeking opportunities to developing new skills/experiences and build a book of clients that support their career goals and ongoing development. This is a Full-time, Permanent role that will report directly to the Team Manager, Wealth Solutions.

Responsibilities

  • 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

Requirements

  • 2 or more years of financial industry experience
  • Mutual Fund License (CSC or IFIC program)
  • Excellent Relationship Building Skills
  • A solid grasp of the financial services industry
  • PFP/CFP designation

Nice-to-haves

  • Previous experience managing a portfolio of member relationships in a wealth management or similar role
  • A specialized post-secondary diploma in Business Administration / general undergraduate degree

Benefits

  • Competitive rewards and benefits
  • Flexible benefit packages that can be tailored annually
  • 3-4 weeks of vacation per year
  • 2 extra stat holidays
  • Care days for personal or family illness
  • Immediate Health Coverage
  • Defined Benefit Pension
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