Vancity
Vancity is seeking a Wealth Planner to provide financial planning and advice, recommend investment products, and build a book of clients at the North Delta Community Branch. The role focuses on advocating for Socially Responsible Investments (SRI) and supporting members in achieving their financial objectives. This is a full-time, temporary position reporting to the Team Manager, Wealth Solutions.
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.
Vancity didn’t post a salary, so this is our estimate from similar listings.