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Added 6 mins ago
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Branch Manager, Commercial Insurance
BrokerLink
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- Full-time
- Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
Added 6 mins ago
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Senior Portfolio Manager
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OR
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Added 21 mins ago
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Added 21 mins ago
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Added 21 mins ago
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Added 35 mins ago
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Markham, ON
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Investor Services Supervisor
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Added 35 mins ago
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- Full-time
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Added 36 mins ago
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Added 36 mins ago
P4
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Added 36 mins ago
OD
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Added 36 mins ago
IC
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Added 36 mins ago
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Vancity

Account Manager II - 4th Avenue

Vancouver, BC, Canada

This role offers a salary range of $38.32 to $42.65 per hour. · Full-time

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Job details

Pay: This role offers a salary range of $38.32 to $42.65 per hour.
Job type: Full-time
Apply by: Dec 2, 2026
Experience: Financial Industry Experience- 3 years of member service experience in the financial industry
Posting language: English
Posted: Nov 2, 2026

Original job description

Our Story & Purpose:

We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.

As the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,300 diverse individuals, access competitive rewards and benefits, and be part of a greater movement - apply today!

Your Role in Supporting Our Members:

As an Account Manager II, you will demonstrate excellence in customer service through solid communication and interpersonal skills, as you engage face-to-face with our membership. By demonstrating your subject matter expertise in the financial industry, you will build trust with our members and be able to ask exploratory questions to determine their goals, current and future needs. By working collaboratively with our members, you will provide best advice and create plans to help them achieve their financial goals.

As a result of your work Vancity will have more members with a high level of loyalty doing more of their business with Vancity helping us redefine wealth consistent with branch objectives.

This is a Full-time, Permanent role based at our 4th Avenue Community Branch (Branch 11) and will report directly to the Assistant Branch Manager.

How You'll Make an Impact:

Providing comprehensive, financial and relationship-based advice in order to grow and maintain assigned and unassigned members' portfolios
Identifying and assessing member/prospect needs to provide appropriate products and services which include signature lending, secured lending, mortgages, term deposits and the like
Recognizing and making appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management, Wealth Protection, Business Banking and others, to deliver comprehensive support to our members
Meeting targets as defined by objectives that will contribute to profitability for the branch and Vancity
Applying branch service standards, policies, procedures and controls to meet compliance requirements and mitigate risk

What You’ll Bring to the Team:

A High school diploma- At a minimum, you have graduated high school and/or equivalent
Minimum of 2 years in an Account Manager role
Completion of Financial Planning Coursework- You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a Certified Financial Planner (CFP) core curriculum program.
Completed Investments coursework - You have taken Investment Funds in Canada (IFC) or Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)
Financial Industry Experience- 3 years of member service experience in the financial industry

Extra Skills That Set You Apart:

Banking and/or call center experience would be an asset
Lending experience

You’ll Thrive Here If You Are:

Resourceful- You understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members
Tech-savvy - People often say you’re a quick learner and great with technology & systems
A strong relationship builder- You find it easy to get to know others and build trust
Ready for a challenge - You have a positive attitude and are able to work in a fast-paced changing environment

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

What You’ll Earn:

This role offers a salary range of $38.32 to $42.65 per hour. The base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Why You’ll Love Working Here:

A career at Vancity is more than just a job, you’re joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay, we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

Living Wage Employer: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers.
Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous, Black, or Trans. With special permission from the BC Human Rights Commissioner, this initiative provides access to career development opportunities, prioritized job screening, and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative, in line with the BC Personal Information Protection Act (PIPA). For details, please see our dedicated Talent Programs job posting.

At Vancity we’re committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent, understand and respond to our community needs and deliver on our member experience.

We are also committed to an inclusive, barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage), we encourage you to let us know by contacting our Talent Acquisition team at recruitment@vancity.com. We’re here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality, so you can participate fully in the process.

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More about this job

Responsibilities

Provide financial and relationship-based advice to grow and maintain member portfolios, assess member needs, and recommend suitable lending, investment, and deposit products. Meet branch objectives, refer members to specialized teams, and follow service standards and controls to ensure compliance and mitigate risk.

Requirements

Applicants need a high school diploma or equivalent, at least two years of Account Manager experience, and three years of financial-industry member service experience. They must have completed specified financial planning coursework and an investment course such as IFC, CIFC, or CSC; lending experience and banking or call center experience are assets.

Skills

Customer Service
Financial Advice
Relationship Building
Needs Assessment
Portfolio Management
Signature Lending
Secured Lending
Mortgage Lending
Term Deposits
Member Referrals
Sales Target Achievement
Regulatory Compliance
Risk Mitigation
Communication
Interpersonal Skills
Technology Proficiency

Benefits

Flexible Benefits
Vacation
Additional Statutory Holidays
Care Days
Health Insurance
Dental Insurance
Defined Benefit Pension
Annual Incentive Program

Visa sponsorship

Not detected in the job text

Keywords

Account Management
Financial Services
Member Service
Customer Service
Financial Planning
Fundamentals of Personal Financial Planning
Financial Planning 1
Certified Financial Planner
Investment Funds in Canada
Canadian Investment Funds Course
Canadian Securities Course
Portfolio Management
Signature Lending
Secured Lending
Mortgages
Term Deposits
Sustainable Wealth Management
Wealth Protection
Business Banking
Financial Advice
Relationship Building
Needs Assessment
Referrals
Branch Objectives
Compliance
Risk Mitigation
Banking
Call Center

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