Wealth Planner - Squamish

• A solid grasp of the financial services industry
• PFP/CFP designation

• Previous experience managing a portfolio of member relationships in a wealth management or similar role
• A specialized post-secondary diploma in Business Administration / general undergraduate degree

• 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.

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

This role offers a starting annual salary of $75,000 plus incentive .

Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity.

As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities.

Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• Living Wage Employer : We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
• Customizable Benefits : Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation : New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat Holidays : In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
• Immediate Health Coverage : Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension : Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans.

With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback.

Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA).

For details, please see our dedicated Talent Programs job posting.

At Vancity we’re 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.

We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates.

If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at recruitment@vancity.com.

We’re here to work with you to ensure your needs are met promptly and effectively.

All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.