Account Manager I/II - Langford

Account Manager I/II role at Vancity, a member-owned credit union. Provide comprehensive financial and relationship-based advice to grow and maintain member portfolios. Meet targets and contribute to profitability for the branch and Vancity.

Requirements

• High school diploma
• Financial Planning Coursework (Fundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a Certified Financial Planner (CFP) core curriculum program)
• Minimum of 1-3 years of member service experience in the financial industry

Benefits

• Customizable benefits
• Generous vacation (3-4 weeks)
• Extra stat holidays (2 extra days)
• Immediate health coverage
• Defined benefit pension