Your Gateway to Student Success
Are you passionate to serve members and make a difference in the community? Do you have solid experience in account management and a keen interest in providing investment solutions? Finally, are you passionate about advocating for SRI – Socially Responsible Investments to our current and prospective members? We are looking for key talent to join our fast‑growing Wealth Planning team! Take a look below to learn more.
We are looking for passionate professionals with 2 or more years of financial industry experience to work as a Wealth Planner. This is a Full‑time, Temporary role that will report directly to the Team Manager, Wealth Solutions. This role will support our Kerrisdale branch.