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Added 18 mins ago
BU
De Novo Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 18 mins ago
C
Trnctn Mgmt Sr Consultant
CBRE
Toronto, ON
- Full-time
…client’s retail real estate portfolio. As a Senior Transaction Manager, you will lead and manage a diverse portfolio of real estate transactions across retail locations, partnering with…
Added 18 mins ago
R
Senior Manager, AI Engineering (AML &Fraud)
RBC
Vancouver, BC
- Full-time
The Senior Manager, AI Engineering (AML &Fraud) will lead a team delivering engineering solutions for fraud and AML capabilities across global groups. The role combines hands-on technical…
Added 49 mins ago
AW
Sr. Enterprise Sales Manager, Financial Services (Banking, Wealth management, Payments, Insurance)
Amazon Web Services (AWS)
Toronto, ON
- Full-time
As an Enterprise Sales Leader for Financial Services you will have the exciting opportunity to help drive the growth and shape the future of a cloud computing in one of Canada's largest…
Added 49 mins ago
QW
Manager, PMO & Strategic Initiatives
Q Wealth Partners
Toronto, ON
- Full-time
…partner offices across the country. As a registered Portfolio Manager, we hold ourselves to a fiduciary standard: acting in our clients' best interest at all…
Added 49 mins ago
B
Manager, Wealth Reporting Analytics & Automation
BMO
Toronto, ON
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 49 mins ago
BT
Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
We are looking for a Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a…
Added 49 mins ago
U
Intermediate Accountant
Univerus
Toronto, ON · North York, ON
- $50,000 to $65,000 CAD / year
- Full-time
Works closely with the BU EVP/General Manager and BU leaders; sales, customer success and project teams (billing and collections); Assistant Controllers and accounting peers; the Corporate…
Added 1 hour ago
SM
Accounting Manager (Contract)
Spin Master Ltd
Toronto, ON
- Full-time
Spin Master is seeking a Accounting Manager, to join our dynamic Finance team! As a Accounting Manager, you will report to the Sr. Manager, Corporate Accounting and help lead the financial…
Added 1 hour ago
DD
Manager
Devon Dental Associates
Devon, AB
- Full-time
Solid understanding of billing processes, insurance coordination, and general financial administration within a healthcare setting.
Added 1 hour ago
W
Manager of Financial Planning & Budgeting
WelcometoSSM
Sault Ste. Marie, ON
- Full-time
The Manager of Financial Planning & Budgeting is responsible for the coordination of the annual operating and capital budget process and acts as a financial resource to advise and assist…
Added 1 hour ago
SD
Cashier Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 2 hours ago
MU
Manager, Stewardship & Gift Documentation
McMaster University
Hamilton, ON
- Full-time
The Manager, Stewardship & Gift Documentation is a key member of the central Donor Relations team within University Advancement and serves as a university resource for gift documentation…
Added 3 hours ago
RB
Senior Financial Specialist
Royal Bank of Canada
Kamloops, BC · Vancouver, BC
- Full-time
…exceptional client experience by providing superior business, financial and credit advice. Your contribution to the Client’s Relationship Team, and strategic partner to the Commercial…
Added 3 hours ago
RB
Associate Director, Wholesale & Commercial Credit Risk
Royal Bank of Canada
Toronto, ON
- Full-time
Accounting Finance, Asset and Liability Management (ALM), Commercial Loan Review, Confidentiality, Credit Analysis, Customer Service, Customer Success, Detail-Oriented, Financial Statement…
Added 3 hours ago
B
Financial Analyst, Global Trade Services
BRP
Montreal, QC
- Full-time
We are looking for a Financial and Business Intelligence Analyst – Global Trade Services, reporting to the manager of Finance, Corporate Functions
Added 3 hours ago
B
Financial Analyst, Global Trade Services
BRP
Valcourt, QC
- Full-time
We are looking for a Financial and Business Intelligence Analyst – Global Trade Services, reporting to the manager of Finance, Corporate Functions
Added 3 hours ago
KD
Premier·ère comptable | Senior Accountant
Keurig Dr Pepper
Montreal, QC
- Full-time
Reporting to the Accounting Manager-Canada, the Senior Accountant will primarily support the Canadian operations and the global derivatives portfolio of KDP. Requires a problem-solving…
Added 3 hours ago
A
Analyst, Investment Research and Solutions
ATB
Toronto, ON · Edmonton, AB · Calgary, AB
- Full-time
…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 3 hours ago
T
Associate Vice President, Small Business Banking, Data and Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
Experience driving and delivering analytics and AI solutions in Big Tech, Fintech, financial services, or consulting
Added 3 hours ago
B
Senior Technical Specialist
BMO
Toronto, ON · SCC
- Full-time
Experience within financial services and credit-risk technology is preferred.
Added 3 hours ago
BT
Manager, Financial Accounting
Bison Transport Inc.
Winnipeg, MB
- Full-time
The Manager, Financial Accounting leads the financial accounting function and is accountable for the timely, accurate, and complete preparation of monthly, quarterly, and annual financial…
Added 3 hours ago
V
Senior Analyst, Sales Reporting
Vale
Canada
- Full-time
…Toronto, Ontario. This role reports to the Commercial Operations…
Added 3 hours ago
V
Specialist, Procurement & Supply Chain Process Governance, Risk and Controls
Vale
Canada
- Full-time
This is a permanent position reporting to the Manager, Supply Chain Governance, Controls and Inventory Strategy. The Specialist will play a key role within Vale Base Metals' Procurement and…
Added 4 hours ago
TM
Finance Manager, (Zone Learning)
Toronto Metropolitan University
Toronto, ON
- Temporary
Reporting directly to the Associate Vice-President, Zone Learning and Strategic Initiatives (AVP, ZLSI), the Finance Manager, ZLSI provides strategic financial leadership, expert guidance,…

Vancity

Wealth Planner - Cedar Hills

Surrey, BC, Canada

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

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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.

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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

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