Wealth Planner

Vancity View all jobs

  • Surrey, BC
  • $75,000 per year
  • Permanent
  • Full-time
  • 5 days ago
Description :Our Story & Purpose:We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.As the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today!Your Role in Supporting Our Members:Are you passionate to serve members and make a difference in the community? Do you have solid experience in account management and a keen interest in providing investment solutions? And finally, are you passionate about advocating for SRI - Socially Responsible Investments to our current and prospective members? We are looking for key talent to join our fast-growing Wealth Planning team! Take a look below to learn more.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.How You'll Make an Impact:
  • 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
What You’ll Bring to the Team:
  • 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
Extra Skills That Set You Apart:
  • 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
You’ll Thrive Here If 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.
We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.What You’ll Earn:This role offers a starting annual salary of $75,000 plus incentive. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.Why You’ll Love Working Here:A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:
  • Living Wage Employer: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
  • Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
  • Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
  • Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
  • Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
  • Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.
Vancity Talent Programs:Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at recruitment@vancity.com. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.

Vancity