About this role
Wealth Planner - Victoria at Vancity. Location: Victoria, British Columbia, Canada. Role: advise members, build relationships, recommend investments Requirements: 2+ years financial industry experience; Mutual Fund License; CFP/PFP designation; relationship-building skills; willing to travel within market area. Category: Finance and Accounting Seniority: Mid Level Certifications: mutual fund (csc or ific), pfp/cfp designation Commitment: Full Time Workplace: Onsite Languages: English