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Wealth Planner (18-Month Contract) @ Vancity

Vancouver, British Columbia, CanadaOnsiteFull TimePosted 14 days ago

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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 or CFP designation preferred; strong relationship-building, financial services knowledge, and willingness to develop a client book. Category: Sales Seniority: Entry Level Certifications: csc, ific, pfp, cfp Commitment: Full Time, Contract, Temporary Workplace: Onsite Languages: English

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