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© All Rights Reserved. ApplyBlast.com
Vancity
The Wealth Planner will provide financial planning and investment advice, focusing on socially responsible investments, to Vancity members. The role involves building and maintaining a portfolio of client relationships, recommending suitable investment products, and collaborating with branch staff and Sustainable Wealth Management specialists.
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