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Added 9 mins ago
SH
New Graduate Guarantee (NGG) - Cardiology
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
…team, making a difference in the lives of our employees and the community we…
Added 9 mins ago
SH
Registered Nurse (RN) - Cardiology - TFT
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
…team, making a difference in the lives of our employees and the community we…
Added 24 mins ago
HO
Senior Manager, Community and Access
House of Friendship
Kitchener, ON
- Full-time
House of Friendship is a leading provider of solutions in the areas of housing, addiction services, food security and community development across Waterloo Region…
Added 24 mins ago
HO
Health & Safety and Claims Management Specialist
House of Friendship
Kitchener, ON
- Contract
At House of Friendship, we believe in what we are doing. We get out of bed each day to make a difference in our community; to walk with and to serve. We are not happy with the status quo.…
Added 39 mins ago
Employer Liaison - Integrated Employment Services (Newmarket)
ACCES Employment
Newmarket, ON
…collaboration with the ACCES Employment Consulting team and all community partner agencies and…
Added 39 mins ago
CF
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Calgary Foothills Primary Care Network
Calgary, AB
- Temporary
Reporting to the Program Manager, the Coordinated Attachment Mental Health Consultant collaborates with the team and provides mental health supports for the patients attached to this clinic.
Added 39 mins ago
KP
SCHOOL PSYCHOLOGIST/ PSYCHOLOGICAL ASSOCIATE
Kawartha Pine Ridge District School Board
Peterborough, ON
- Full-time
…Centre (1994 Fisher Dr, Peterborough, ON)Reports to: Senior Manager Professional Services Salary: Pay Band 13-MV1 - Hourly rates between $53.53 to $59.48 per hour (Approximate Annual Salary…
Added 39 mins ago
HC
LTO - Grade 8 (1.00 FTE)
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- Full-time
The Halton Catholic District School Board (HCDSB) is committed to supporting the development of a strong and equitable workforce, that will foster the success and well-being of our…
Added 39 mins ago
HC
LTO - Grade 5 (1.00 FTE)
Halton Catholic District School Board
Milton, ON
- Full-time
The Halton Catholic District School Board (HCDSB) is committed to supporting the development of a strong and equitable workforce, that will foster the success and well-being of our…
Added 54 mins ago
BU
Senior Lab Demonstrator, Computer Science
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
…Company Culture. At Brock, you will find a welcoming, inclusive community and an exciting range of meaningful career…
Added 1 hour ago
CF
Social Worker
Calgary Foothills Primary Care Network
Calgary, AB
- Temporary
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Added 1 hour ago
Senior Integration & BI Developer
Trans Mountain
Calgary, AB
…enhanced skilled-worker capacity building in communities and Indigenous…
Added 1 hour ago
MN
Solutions Architect - 6 month contract
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Hamilton, ON · Vaughan, ON
- Full-time
Mentor analysts and developers on Epicor best practices, development standards, and solution design.
Added 1 hour ago
MF
Metis Early Childcare and Prevention Senior Manager (Excluded)
METIS FAMILY SERVICES
Prince George, BC
- Full-time
As the Metis Early Childcare and Prevention Senior Manager, you will support Métis, Indigenous and Inuit children’s early development and life outcomes by providing managerial oversight and…
Added 1 hour ago
MF
Early Years Culture Worker (Excluded)
METIS FAMILY SERVICES
Prince George, BC
- Full-time
Reporting to the Métis Early Childcare and Prevention Senior Manager, the Early Years Cultural Worker will provide guidance, knowledge and support to staff and the participants of the…
Added 1 hour ago
GO
Bilingual Family Court Conciliation Clinician
Government of Prince Edward Island
Charlottetown, PE
- $84,845 to $104,442 CAD / year
- Full-time
…accessible to all. We welcome all interested individuals including Indigenous People, persons with disabilities, Black, racialized, ethnic and culturally diverse groups, as well as people…
Added 1 hour ago
Manager, Member Experience and Sales
Abilities Centre
Whitby, ON
Reporting to the Assistant Director, Business Operations, the Manager, Member Experience and Sales will support the Revenue Development Department in achieving its financial goals for…
Added 1 hour ago
Development Manager, Land Development
Great Gulf Group
Toronto, ON
Great Gulf is seeking an experienced Development Manager, Land Development to join our team in Toronto, ON.
Added 2 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
…services designed to meet the evolving needs of our growing…
Added 2 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
…services designed to meet the evolving needs of our growing…
Added 2 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
…services designed to meet the evolving needs of our growing…
Added 2 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 2 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
…services designed to meet the evolving needs of our growing…
Added 2 hours ago
B
Project Manager, Electrical Building
BPA
Toronto, ON
- Full-time
…leadership ambition to BPA’s fast-growing Toronto team. As Project Manager, Electrical Engineering, you will take ownership of complex building projects, strengthen trusted client…
Added 2 hours ago
SA
Study Abroad Coordinator
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
The Corporate Development, Applied Research and International (CDARI) division is home to SAIT’s continuing education and corporate training offerings, industry applied research services,…

Vancity

Account Manager II - 4th Avenue

Vancouver, BC, V6K 1P1, 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
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

The Account Manager will provide comprehensive financial and relationship-based advice to grow and maintain member portfolios. They will identify member needs to offer appropriate products and services while meeting branch profitability targets.

Requirements

Candidates must have a high school diploma, at least 2 years of account management experience, and 3 years of financial industry experience. Completion of specific financial planning and investment coursework is also required.

Skills

Customer service
Financial planning
Relationship management
Lending
Mortgages
Investment funds
Financial advisory
Communication
Interpersonal skills
Risk mitigation
Compliance
Portfolio management

Benefits

Flexible benefit packages
Generous vacation
Statutory holidays
Care days
Health and dental benefits
Defined benefit pension

Visa sponsorship

Not detected in the job text

Keywords

Account Manager
Credit Union
Financial Planning
Lending
Mortgages
Investment Funds in Canada
IFC
CIFC
CSC
Wealth Management
Business Banking
Portfolio Management
Compliance
Risk Management
Customer Service
Relationship Building
Financial Industry
Sustainable Wealth Management

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