Found Description
Elevate your financial career with Vancity as a Wealth Planner. Focus on account management and provide investment solutions to foster member relationships in a meaningful way.
This Full-Time, Temporary position calls for passionate professionals with financial industry experience. You will recommend investment products, focusing on socially responsible investments, and help members navigate their financial goals. Building a strong book of clients while collaborating with other wealth specialists is key to enhancing member satisfaction and service delivery.
Key Responsibilities:
• Offer insightful financial planning and personalized advice
• Recommend sustainable investment solutions
• Develop and maintain investment portfolios for members
• Assist in identifying member needs for financial products
• Work with wealth management teams to improve service
Requirements:
• 2+ years in the financial sector
• Mut...
This Full-Time, Temporary position calls for passionate professionals with financial industry experience. You will recommend investment products, focusing on socially responsible investments, and help members navigate their financial goals. Building a strong book of clients while collaborating with other wealth specialists is key to enhancing member satisfaction and service delivery.
Key Responsibilities:
• Offer insightful financial planning and personalized advice
• Recommend sustainable investment solutions
• Develop and maintain investment portfolios for members
• Assist in identifying member needs for financial products
• Work with wealth management teams to improve service
Requirements:
• 2+ years in the financial sector
• Mut...