Wealth Planner - Victoria
Victoria, BC$75k/yrFull Time
V2
Vancity (2.0)
2+ YOEVancity needs candidates with at least 2 years of financial industry experience, a Mutual Fund License (CSC or IFIC), and strong relationship-building skills. A PFP or CFP designation is also listed as a requirement.
Client relationship management, Financial planning, Relationship building, Financial products, Collaboration, Coaching
Wealth Planner - Squamish
Squamish, BC$75k/yrFull Time
V2
Vancity (2.0)
2+ YOECandidates need at least 2 years of financial industry experience, a Mutual Fund License (CSC or IFIC), and a PFP or CFP designation. Strong relationship-building skills and a solid grasp of the financial services industry are also required.
Client relationship management, Financial planning, Relationship building, Financial products, Collaboration, Coaching