Financial Advisor - Wealth Planning Role

Join Vancity as a Financial Advisor focused on Wealth Planning and Socially Responsible Investments (SRI). This full-time role emphasizes providing valuable financial advice to diverse members within the community.
You will engage with clients by utilizing over two years of financial experience, ensuring they receive quality planning and investment recommendations tailored to their unique needs. Your ability to build relationships and advocate for SRI makes you ideal for our inclusive and socially conscious credit union environment.
Key Responsibilities:
• Deliver personalized financial planning and advice
• Recommend suitable investment products, focusing on SRI
• Develop relationships with existing and new members
• Evaluate member needs for financial services
• Coach branch staff on Sustainable Wealth Management
Requirements:
• At least 2 years in the financial sector
• Possession of a Mutual Fund License (CSC or IFIC)
• Excellent communication and r...