Wealth Planner - Vancouver, Canada - Vancouver City Savings Credit Union
Description
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 professional 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 Burnaby 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 wellbeing 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 postsecondary diploma in Business Administration / general undergraduate degree
Bonus points if you have:
- Previous experience managing a portfolio of member relationships
- A specialized postsecondary 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
Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization.
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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