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© All Rights Reserved. ApplyBlast.com
Vancity
The Wealth Planner role at Vancity involves providing quality financial planning and advice to members, recommending suitable investment products, and building a book of clients. This full-time position focuses on Socially Responsible Investments (SRI) and requires collaboration with branch staff and other wealth management specialists. The role aims to help members achieve their financial objectives while minimizing risk.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Vancity.
13% below the average for this role