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Added 11 mins ago
TF
Workshop Performance Specialist
The Fedcap Group
Hamilton, ON
- Full-time
…Employment Services system in its role as the Service System Manager for multiple catchment areas. Fedcap Canada employees work in partnership with service partners focused on providing…
Added 11 mins ago
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Sr. Business Systems Analyst
TD
Toronto, ON
- Full-time
Added 11 mins ago
BC
Senior Scheduler (Construction)
Broccolini Construction Inc.
Toronto, ON
- Full-time
…join Broccolini’s scheduling team. Reporting to the Scheduling Manager, the Senior Scheduler is embedded within the project environment and is responsible for managing, maintaining, and…
Added 11 mins ago
GT
HR Business Partner
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
…performance management, workforce planning, organizational change, and other people-related…
Added 11 mins ago
TE
Manager, Leader Capability
TC Energy
Calgary, AB
- Full-time
We are seeking a visionary and outcomes-driven Manager, Leader Capability with knowledge and experience in designing and delivering enterprise leadership development, leader onboarding,…
Added 11 mins ago
TE
Manager, Talent Readiness
TC Energy
Calgary, AB
- Full-time
We are seeking a strategic and collaborative Manager, Talent Readiness with knowledge and experience in enterprise-scale performance management, succession planning, and integrated talent…
Added 11 mins ago
K
Assistant Store Manager - Halifax
Knix
Halifax, NS
- Full-time
As an Assistant Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 11 mins ago
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Policy Analyst/Writer
NNAPF
Canada
- Full-time
Provide policy research, analysis, and strategic support directly to the Policy & Knowledge Translation Manager. This work is prepared to assist the Director and Chief Executive Officer in…
Added 11 mins ago
CH
Pharmacy Assistant Specialty - Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
Flexible to situations and adaptable to change
Added 11 mins ago
CH
Registered Pharmacy Technician - Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
Flexible to situations and adaptable to change
Added 11 mins ago
B
Mortgage Specialist
BMO
Montreal, QC
- Full-time
Added 11 mins ago
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Financial Planner
BMO
Calgary, AB
- Full-time
…business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform…
Added 11 mins ago
BI
Customer Service Supervisor
Baxter International Inc.
Mississauga, ON
- Full-time
Demonstrated ability to lead change, build high-performing teams, and foster a positive, inclusive work environment.
Added 11 mins ago
AC
Full-time Enterprise CRM Integration Specialist
Algonquin College
Ottawa, ON
- Full-time
Reporting to the Manager, Enterprise Solutions – Salesforce, the Enterprise CRM Integration Specialist’s primary responsibility is to design, develop, implement, support, and improve…
Added 11 mins ago
K
Assistant Store Manager - Halifax
Knix
Halifax, NS
- Full-time
As an Assistant Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 26 mins ago
LC
Case Manager_PT-Contract
LOFT Community Services
Toronto, ON
- $57,007 to $71,647 CAD / year
- Contract
The Case Manager on the Metrolinx Team provides direct service to homeless individuals living with mental health, health, and addictions issues. The position provides both on site and…
Added 26 mins ago
LC
Case Manager_FT-Contract
LOFT Community Services
Toronto, ON
- $57,007 to $71,647 CAD / year
- Contract
The Case Manager on the Metrolinx Team provides direct service to homeless individuals living with mental health, health, and addictions issues. The position provides both on site and…
Added 26 mins ago
M
Manager, Assurance and Accounting - Public Companies
MNP
Toronto, ON
- Full-time
Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.
Added 26 mins ago
TEMP-Warehouse III Associate - SAP HANA - Contract
Sun Pharmaceutical Industries Ltd
Canada
Coordinate activities with the Warehousing Manager and Director
Added 26 mins ago
Environmental Services Engineer, Compliance-TS269
City of London
London, ON
Reporting to the Division Manager, Wastewater Treatment Operations, the Environmental Services Engineer is responsible for overseeing the development and implementation of a wastewater…
Added 26 mins ago
M
Lead, Operational Electrification
Metrolinx
Canada
- Full-time
Our GO Expansion Operations team is looking for a Lead, Operational Electrification. Reporting to the Senior Manager, Network Operations Planning, the lead will serve as a liaise between…
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
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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
Postmaster - Premises provided by Postmaster (Group Office)
Canada Post - Postes Canada
Speers, SK
…The Postmaster, reporting to the Superintendent/Local Area Manager, is responsible for promoting and selling postal products and services to the public and businesses in the community. As…
Added 26 mins ago
FC
Credit Risk Analytics Manager
Fidelity Canada
Toronto, ON
- Full-time
The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Vancity

Wealth Planner - Cedar Hills

Surrey, BC, V3V 6A8, 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
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

The Wealth Planner will provide quality financial planning and investment advice while building and maintaining a book of investment accounts. They will also identify member needs, recommend appropriate financial products, and provide coaching to branch staff regarding sustainable wealth management.

Requirements

Candidates must have 2 or more years of financial industry experience and a valid Mutual Fund License (CSC or IFIC). A financial planning designation such as CFP, PFP, or QAFP is required for this role.

Skills

Financial planning
Investment solutions
Account management
Socially responsible investments
Relationship building
Sales
Financial analysis
Coaching
Technical expertise
Business development

Benefits

Flexible benefit packages
Generous vacation
Statutory holidays
Care days
Health coverage
Dental benefits
Defined benefit pension
Incentive program

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planner
Financial Planning
Investment Solutions
SRI
Socially Responsible Investments
Mutual Fund License
CSC
IFIC
CFP
PFP
QAFP
Account Management
Business Administration
Sustainable Wealth Management
Credit Union
Financial Services
Portfolio Management
Sales
Relationship Management
Financial Advice

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