About this role
Wealth Planner - Victoria at Vancity. Location: Victoria, British Columbia, Canada. Role: Provide planning, Recommend investments, Build relationships Requirements: 2+ years financial industry experience; Mutual Fund License (CSC or IFIC); PFP/CFP designation; strong relationship building; willingness to travel within Vancity's 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