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Added 11 mins ago
T
Sr. Business Systems Analyst
TD
Toronto, ON
- Full-time
We are looking for a Senior Business Systems Analyst who can bridge business needs and technology solutions while bringing strong systems-analysis capability, technical curiosity, and…
Added 11 mins ago
GT
HR Business Partner
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Dartmouth, NS
- Full-time
…for our innovation and for delivering reliable, customized solutions that exceed customer expectations. Over three decades, our core values have shaped a supportive and creative environment…
Added 11 mins ago
S
Accountant II
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Calgary, AB
- Temporary
…resource for internal and external stakeholders, communicates technical information in clear, practical terms, supports audit inquiries, and provides training, mentoring, and current…
Added 11 mins ago
CT
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Calgary, AB
- Full-time
…Convention Centre's network infrastructure. Reporting to the Senior Manager, IT & Cyber Security, this role ensures reliable connectivity for business operations, event technology services,…
Added 11 mins ago
BI
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Added 11 mins ago
MP
Manager, Sensory Quality
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Added 11 mins ago
AC
Full-time Enterprise CRM Integration Specialist
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Added 12 mins ago
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- Full-time
The Account Manager is responsible for driving revenue growth by developing and managing relationships with residential builders, commercial, agricultural customers, engineering firms and…
Added 26 mins ago
M
Manager, Assurance and Accounting - Public Companies
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- Full-time
Make an impact with our Public Companies team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
Added 26 mins ago
Enrolment Information Analyst
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…consistency, and use of institutional enrolment data. Reporting to the Manager of Institutional Analytics and Insights, this role works across PeopleSoft Campus Solutions, the data…
Added 26 mins ago
Environmental Services Engineer, Compliance-TS269
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Added 26 mins ago
V
Wealth Planner - Cedar Hills
Vancity
Surrey, BC
- Full-time
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.
Added 26 mins ago
V
Wealth Planner - Guildford (20-Month Contract)
Vancity
Surrey, BC
- Full-time
This is a Full-time, Temporary role based at our Guildford Community Branch (Branch 30) that will report directly to the Team Manager, Wealth Solutions.
Added 26 mins ago
Sales Representative
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…reputation for going to great lengths for our customers. We supply solutions for a variety of different markets in residential, commercial, industrial and emerging green markets such as…
Added 26 mins ago
Sales Representative
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Added 26 mins ago
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The role of the Bell Business Markets (BBM) Client Services Manager, within the Service Provisioning Team, is to lead a team of client agents to deliver excellent customer service. This…
Added 27 mins ago
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Business System Analyst( Payroll)
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- Contract
…organizations. We are committed to delivering innovative technology solutions and connecting top-tier IT talent with leading…
Added 27 mins ago
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Manager, Art Direction (14-month contract)
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Toronto, ON
- $100,000 to $125,000 CAD / year
- Contract
The Manager, Art Direction is responsible for ideation and creation of campaign elements and assets from concept to completion ensuring all creative outputs are on brand and support…
Added 27 mins ago
ZI
Operations Manager
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- Full-time
…Drone-as-a-Service (DaaS), enterprise SaaS, and quantum computing solutions for mission-critical business applications. Since 2017, the company has leveraged its software development…
Added 27 mins ago
HS
Senior Software Engineer
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Translate product and business requirements into practical, maintainable technical solutions
Added 27 mins ago
V|
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- Full-time
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Added 41 mins ago
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Manager Production Planning and Inventory Control
Winpak
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- Full-time
Winpak Division is seeking a Manager, Production Planning and Inventory Control to lead our Production and Inventory Control department in Winnipeg. Reporting to the Director of Sales,…
Added 41 mins ago
IB
Manager, Art Direction (14-month contract)
Indigo Books & Music
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
The Manager, Art Direction is responsible for ideation and creation of campaign elements and assets from concept to completion ensuring all creative outputs are on brand and support…
Added 56 mins ago
SC
District Manager, Northern Ontario and Manitoba (hybrid)
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- Full-time
The District Manager, Northern Ontario & Manitoba (Hybrid) is responsible for maximizing SiriusXM's dealer performance through a balanced combination of in-person dealership support and…

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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