We are looking for two enterprising professionals with 3 or more years of financial industry experience, including a minimum of 2 years in an Account Manager or equivalent role within a Financial Institution.
Ideal candidates will possess a post-secondary diploma/degree in Business Administration or undergraduate degree and have completed (or be enrolled in) a Personal Financial Planning or Certified Financial Planner designation.

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 well-being 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 \xe2\x80\x93 you take every conversation with our members as a chance to solve their investment needs
• A Great Communicator \xe2\x80\x93 you can build relationships quite easily with a variety of different people and provide expertise and advice to appropriate financial products and services
• Sales driven \xe2\x80\x93 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 \xe2\x80\x93 You find it easy to recommend investment products and services (including SRI) suitable to the members\' investment needs adhering to applicable regulatory standards
• Flexible \xe2\x80\x93 you are willing to travel or move geographically within Vancity\xe2\x80\x99s market area to meet our member and/or business needs.
• Passionate \xe2\x80\x93 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 post-secondary diploma in Business Administration / general undergraduate degree

The team:
Wealth Planners report directly into the Team Lead, Wealth Solutions. Pay Band: 4 Weeks Incentive
Posting Deadline: Please apply by 4:00 PM March 28, 2023 We offer:

• We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada
• Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs
• New employees receive between three and four weeks of vacation allowance per calendar year, and the number of vacation days grows \xe2\x80\x94 to a maximum of six weeks per year \xe2\x80\x94 as their length of service increases. In addition, full-time, permanent staff can purchase up to six extra days of vacation through our flexible benefits package.
• In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
• We understand that retirement means different things to different people and at Vancity we offer retirement programs to meet diverse needs.

At Vancity we\xe2\x80\x99re 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. As part of this commitment we are taking action to learn more about our applicants and ask that you complete a short and anonymous Diversity Survey that will influence the design and execution of Vancity\xe2\x80\x99s overall DEI initiatives and programs, one of which aims to advance our commitment to become a financial force for change and build a fair world. Please click this hyperlink to complete the Diversity Survey. Your responses are collected anonymously and will never be linked to your job application.
Please note that all shortlisted candidates for this role will be required to complete a written assignment, background check which includes resume verification, credit check, criminal record check. Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs.

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