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© All Rights Reserved. ApplyBlast.com
Vancity
Vancity is seeking a Wealth Planner to provide quality financial planning and advice, helping members achieve their financial objectives while minimizing risk. The role involves recommending suitable investment products, building a book of clients, and advocating for Socially Responsible Investments (SRI). This position requires a financial planning designation and a minimum of two years of financial industry experience.
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