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Wealth Planner (18-Month Contract) @ Vancity

CAOnsiteFull Time
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About this role

Wealth Planner (18-Month Contract) at Vancity. Location: Vancouver, British Columbia, Canada. Role: providing advice, recommending investments, building relationships Requirements: 2+ years financial industry experience; Mutual Fund License (CSC or IFIC); PFP/CFP designation; strong relationship-building, sales, and analytical skills; willingness to travel within market area. Category: Finance and Accounting Seniority: Entry Level Certifications: mutual fund (csc), mutual fund (ific), pfp, cfp Commitment: Full Time, Contract Workplace: Onsite Languages: English

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