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Added 9 mins ago
Aircraft Maintenance Planner
L3Harris Technologies
Trenton, ON
…integrated logistics support, stripping and painting, field service support and technical publications, plus a full range of technical support…
Added 9 mins ago
CC
Retail Store Manager
Canna Cabana
Okotoks, AB
- Full-time
The Retail Store Manager is responsible for the daily operations and profitability of the establishment according to set goals and business objectives. Daily operations include staff…
Added 9 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Shawnessy, Calgary, AB
- Full-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 9 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · West Springs, Calgary, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 9 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Haysboro, Calgary, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 9 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 9 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Southland, Calgary, AB
- Full-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 9 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Shawnessy, Calgary, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 9 mins ago
CC
Retail Store Manager - Leave of Absence Coverage
Canna Cabana
Camrose, AB
- Full-time
The Retail Store Manager is responsible for the daily operations and profitability of the establishment according to set goals and business objectives. Daily operations include staff…
Added 9 mins ago
CC
Retail Shift Leader
Canna Cabana
Vancouver, BC · Davie, Vancouver, BC
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 9 mins ago
CC
Retail Shift Leader
Canna Cabana
Sherwood Park, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 9 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Bridlewood, Calgary, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 9 mins ago
VE
Administrative Assistant
Veolia Environnement SA
Edmonton, AB
- Full-time
As a customer-facing representative, you will handle inquiries, resolve escalations, and maintain consistent communication to ensure exceptional service delivery. Additionally, this role…
Added 9 mins ago
AC
Technical Analyst - New Capability Distribution
Air Canada
Toronto, ON
- Full-time
Air Canada is looking for an experienced and dynamic technical Analyst focused on providing support to IT solutioning Air Canada’s Product distribution applications. This role requires…
Added 9 mins ago
ES
Consultant, Performance de procédés (3-8XP)
Enero Solutions
Montreal, QC
- Full-time
As a Process Performance Consultant, you will work in close collaboration with the Technical Team Lead and the Project Manager to ensure that each project is not only a technical success,…
Added 24 mins ago
Meat - Meat Cutter
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Calgary, AB
Provide customers with friendly and professional service while preparing meat products for customer purchase and meat displays. Actively contribute to an environment of employee and…
Added 24 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Aurora, ON
Keep the store running smoothly and ensure your team provides outstanding customer service;
Added 24 mins ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Pointe-Claire, QC
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 24 mins ago
MANAGER
Boutique La Vie En Rose
Pointe-Claire, QC
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 24 mins ago
MANAGER
Boutique La Vie En Rose
Rosemère, QC
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 24 mins ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Winnipeg, MB
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 24 mins ago
BV
ASSISTANT MANAGER
Bikini Village
La Trinité-des-Monts, QC
- Full-time
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 24 mins ago
GD
Director, Operations and Strategic Initiatives
Gestion de risques VSR Canada Inc.
Montreal, QC
- $130,000 to $140,000 CAD / year
- Full-time
- Coordinate employees, managers, technical personnel, and external service providers to achieve agreed project objectives.
Added 24 mins ago
K
Field Operations Manager - High Voltage Testing Services
Kinectrics
Toronto, ON · Etobicoke, ON
- Full-time
The Field Operations Manager is responsible for the overall coordination and execution of HVST field operations, serving as the central point of accountability for personnel deployment,…
Added 24 mins ago
BV
ASSISTANT MANAGER
Bikini Village
Winnipeg, MB
- Full-time
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…

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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