Vancity
Vancity is seeking a Wealth Planner to provide financial planning and advice, recommend investment products, and build a book of clients at the Guildford Community Branch. The role focuses on advocating for Socially Responsible Investments (SRI) and collaborating with Sustainable Wealth Management specialists to enhance member well-being. This full-time, temporary position requires a financial planning designation and at least 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.