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© All Rights Reserved. ApplyBlast.com
Vancity
The Wealth Planner at Vancity will provide financial planning and investment advice, focusing on socially responsible investments, while building and maintaining a portfolio of member relationships. The role involves recommending suitable investment products, collaborating with sustainable wealth specialists, and supporting branch staff with expertise in sustainable wealth management.
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