Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
MG
Director, Legal & Loan Operations
MarshallZehr Group Inc.
Waterloo, ON
- $110,000 to $130,000 CAD / year
- Full-time
Reporting to the Senior Vice President, Risk, Legal & Finance (the “SVP”), the Director, Legal & Loan Operations (the “Director”) will lead MarshallZehr’s legal and loan operations function…
Added 8 mins ago
GM
Administrative Assistant
Goulbourn Museum
Ottawa, ON
- Contract
…records, coordinate information, and support reporting, funding administration, and general…
Added 8 mins ago
TE
Cost Controller
TC Energy
NB · Chiasson Office, NB
- Full-time
Support the Project Manager by providing financial reporting requirements for bidding, during contract selection and administration of the contracts.
Added 8 mins ago
SA
Accountant II
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
Assist the Finance Operations Manager, AR Team Lead, and AP Team lead with other duties as assigned
Added 8 mins ago
JH
Manager, Community Programs
John Howard Society of Victoria
Victoria, BC
- Full-time
John Howard Society of Victoria is looking for an experienced Manager, Community Programs to lead the operations, staff, and performance of our community-based programs.
Added 8 mins ago
MG
Service Billing Administrator
Mircom Group of Companies
Vaughan, ON
- Full-time
…The Service Billing Administrator will report to the Billing Manager and work closely with the sales team. The successful candidate will be able to demonstrate accurate billing through…
Added 8 mins ago
J
Commercial Manager
Jacobs
Toronto, ON
- $160,000 to $210,000 CAD / year
- Full-time
We are seeking an experienced Commercial Manager to join our Program Management and Infrastructure team. The successful candidate will provide commercial leadership on major infrastructure…
Added 8 mins ago
SR
Senior Payroll Specialist
Swim Recruiting
Burnaby, BC
- Full-time
…Specialist. This new employee will report directly into the Senior Manager, Accounting & Finance and will work alongside other folks in Payroll, Accounting, AP, AR,…
Added 8 mins ago
SUPERVISOR-SHARED SERVICES
Fort McKay Group of Companies
Fort McMurray, AB
Under the direction of the Shared Services Manager, the Supervisor- Shared Services will support the Corporate and Operations teams by ensuring efficient and accurate processing of time…
Added 23 mins ago
TU
Bachelor of Sustainability and EESC Graduate Programs Assistant
The University of British Columbia
Kelowna, BC
- $4,981 to $5,713 CAD / month
- Full-time
…tasks, and receives supervision and guidance from the Department Manager with regards to conditions of employment and University, Faculty and Departmental policies and procedures. This…
Added 23 mins ago
R
Senior Financial Specialist
RBC
Kamloops, BC · Vancouver, BC
- Full-time
…Relationship Team, and strategic partner to the Commercial Account Manager, managing the credit process will enable enhanced client-facing…
Added 23 mins ago
T
Customer Experience Associate
TD
Winnipeg, MB
- Part-time
· Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 23 mins ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 38 mins ago
AF
Analyst, Investment Research and Solutions
ATB Financial
Toronto, ON
- Volunteer
…and Solutions. This role is situated within the Investment Manager Research segment, offering an exceptional foundation for a recent graduate or early-career professional looking to build a…
Added 38 mins ago
A
Property Manager
Armco
Montreal, QC
- Full-time
As the Property Manager, you will be responsible for all aspects of property management at one of our downtown multi residential properties. The responsibilities will include, but are not…
Added 38 mins ago
OT
Business Development Manager
Ottawa Tourism
Ottawa, ON
- Full-time
Post-secondary education in a relevant discipline (Business Administration, Marketing, Communications or Finance)
Added 38 mins ago
GO
Senior Project Manager and Project Manager
Government of Manitoba
Winnipeg, MB
- Full-time
The Department of Municipal and Northern Relations is seeking qualified individuals to fill the Senior Project Manager, and Project Manager positions within the Agreement Management Unit…
Added 38 mins ago
HC
Transformation and Strategic Initiatives Advisor (#2026-NON-CHS-333)
Hastings County
Belleville, ON
- Full-time
…position. This is a non-unionized position reporting to the Manager of Homelessness Prevention & Initiatives. This collaborative role will work with departmental and/or divisional program…
Added 1 hour ago
DK
administrative services manager
Danma Kitchen Cabinets Ltd.
Delta, BC
- Full-time
Direct and advise staff engaged in providing records management, security, finance, purchasing, human resources or other administrative services
Added 1 hour ago
R-
Operations & Business Manager
Relish - Blinds, Shades & Awnings
BC · Strathcona A, BC
- Full-time
Bookkeeping & Finance Administration: $27–$36 per hour
Added 1 hour ago
B
SENIOR COMMERCIAL ACCOUNT MANAGER - Montreal
BDC
Montreal, QC
- Full-time
A bachelor’s degree in commerce or business administration.
Added 1 hour ago
LL
Sage Intacct ERP Administrator
Litco LSO
Calgary, AB
- Full-time
Reporting to the Innovation and Analytics Manager and working closely with our Finance Services team, the Sage Intacct ERP Administrator owns the Sage Intacct experience across our partner…
Added 1 hour ago
Sales Manager, North America (Canada West Coast)
Wenco (a Hitachi Construction Machinery subsidiary)
Richmond, BC
Bachelor of Business Administration with a focus in Finance or Mining or equivalent experience in progressive roles.
Added 1 hour ago
AU
Office Clerk / Commis de bureau
Alsco Uniforms
Montreal, QC
- $22 CAD / hour
- Full-time
The Office Clerk is responsible to the Office Manager for daily processing of company business transactions. This position may be assigned one or more clerical tasks as needed. Some of…
Added 1 hour ago
UO
Contracts Specialist, Procurement Services
University of Calgary
Calgary, AB
- Contract
Reporting to the Manager, the Contract Specialist collaborates with procurement staff, departments, and units to assess needs, gather requirements, provide contracting guidance, and…

Vancity

Wealth Planner - Cedar Hills

Surrey, BC, Canada

This role offers a starting annual salary of $75,000 plus incentive. · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: This role offers a starting annual salary of $75,000 plus incentive.
Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 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:

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? And 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. We are looking for individuals who have the desire to not only leverage their existing skills and/but are proactively seeking opportunities to developing new skills/experiences and build a book of clients that support their career goals and ongoing development.

This is a Full-time, Permanent role based at our Cedar Hills Community Branch (Branch 44) that will report directly to the Team Manager, Wealth Solutions.

How You'll Make an Impact:

Providing quality financial planning and advice that enables members to achieve financial objectives while minimizing risk to the member and Vancity
Recommending investment products and services (leading with SRI) suitable to the members' investment needs adhering to applicable regulatory standards
Building and maintaining a book of investment accounts by sourcing new business, building relationships with lines of business and within the branch, and developing relationships with existing members
Identifying member needs and recommending or referring appropriate financial products and services
Through collaboration with other Sustainable Wealth Management specialists, leverage opportunities across to enhance member well-being through introduction to all financial channels
Providing ongoing technical expertise and coaching to branch staff regarding Sustainable Wealth Management products and services

What You’ll Bring to the Team:

2 or more years of financial industry experience
Mutual Fund License (CSC or IFIC program)
Excellent Relationship Building Skills
A solid grasp of the financial services industry
A financial planning designation is required for this role. Acceptable designations include CFP, PFP, and QAFP.

Extra Skills That Set You Apart:

Previous experience managing a portfolio of member relationships in a wealth management or similar role
A specialized post-secondary diploma in Business Administration / general undergraduate degree

You’ll Thrive Here If You Are:

A Confident Problem Solver - you take every conversation with our members as a chance to solve their investment needs.
A Great Communicator - you can build relationships quite easily with a variety of different people and provide expertise and advice to appropriate financial products and services.
Passionate about sales - your impeccable track record for sourcing new business, and developing relationships with members and prospective members makes you sought after by so many people.
Analytical - You find it easy to recommend investment products and services (including SRI) suitable to the members' investment needs adhering to applicable regulatory standards.
Flexible - you are willing to travel or move geographically within Vancity’s market area to meet our member and/or business needs.
Passionate - about being a financial force for change and believe that finance can have a positive impact in the world.

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 starting annual salary of $75,000 plus incentive. 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.

Apply About employer

More about this job

Responsibilities

Provide financial planning and investment advice tailored to members’ goals, recommending suitable products with an emphasis on socially responsible investments and regulatory compliance. Build and maintain a portfolio of investment accounts, develop member relationships and new business, refer members to appropriate services, and coach branch staff on wealth management offerings.

Requirements

Applicants need at least two years of financial industry experience, a mutual fund license through the CSC or IFIC program, and a financial planning designation such as CFP, PFP, or QAFP. Strong relationship-building skills and knowledge of financial services are required; experience managing wealth clients and relevant post-secondary education are additional assets.

Skills

Financial Planning
Investment Advice
Relationship Building
Account Management
Portfolio Management
Sales And Business Development
Member Service
Socially Responsible Investing
Regulatory Compliance
Financial Needs Analysis
Risk Management
Communication
Problem Solving
Coaching
Analytical Skills

Benefits

Flexible Benefits
Three To Four Weeks Of Vacation
Additional Vacation Days
Two Extra Statutory Holidays
Personal And Family Care Days
Health And Dental Coverage
Defined Benefit Pension
Annual Incentive Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Investment Advice
Investment Products
Socially Responsible Investing
Sustainable Wealth Management
Mutual Fund License
Canadian Securities Course
IFIC
CFP
PFP
QAFP
Portfolio Management
Account Management
Relationship Building
Business Development
Member Service
Financial Services
Regulatory Compliance
Risk Management
Financial Needs Analysis
Investment Accounts
Product Referrals
Staff Coaching
Community Banking

Report this job