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Added 3 mins ago
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Financial Advisor
RBC
St. John's, NL
- Full-time
Works with manager and colleagues to learn and practice core competencies required to deliver client discovery, advice solutions and recommendations appropriate for evolving financial needs.
Added 3 mins ago
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Financial Advisor
RBC
Burnaby, BC
- Full-time
Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
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Personal Banking Associate - l'Assomption Branch
TD
L'Assomption, QC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 3 mins ago
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Personal Banking Associate - New Glasgow
TD
New Glasgow, NS
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 3 mins ago
T
Customer Experience Associate
TD
Sherwood Park, AB
- Part-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
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Financial Planner
TD
Toronto, ON
- Full-time
Upholding a strong culture of risk management and control, aligned with the organization’s risk appetite
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Personal Banking Associate - Mandarin or Spanish Language Skills an Asset
TD
Surrey, BC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 3 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Chestermere, AB
Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
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Customer Service Representative - Mandarin Speaker
BMO
Toronto, ON
- Part-time
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
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Distribution Account Manager, Canada
Axis Communications
Toronto, ON · Canada - ON - Toronto
- Full-time
Strong customer service and relationship management skills
Added 3 mins ago
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Sales Manager, North America (Canada West Coast)
Wenco International Mining Systems
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…opportunities for Wenco’s portfolio of products and services. The Sales Manager will collaborate closely with regional operational, technical, and client services teams to ensure alignment…
Added 3 mins ago
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Unit Manager Full Time
Compass Group Canada
Tiverton, ON
- $22 CAD / hour
- Full-time
The Unit Manager oversees daily pantry and kitchenette operations, ensuring food quality, inventory management, cleanliness, and safety standards are maintained. This role also supports…
Added 3 mins ago
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Montréal Centre – Événement de recrutement en personne (18 novembre 2026)
TD
Montreal, QC
- Part-time
Added 3 mins ago
OO
Community Development Manager
ORION Ontario's Research and Education Network
Toronto, ON
- Full-time
Customer Engagement & Relationship Management
Added 3 mins ago
TS
Store Associate
The Salvation Army in Canada
Moncton, NB
- Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
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Product Manager
Robert Half
Mississauga, ON
- $80,000 to $95,000 CAD / year
- Full-time
This is a highly technical, customer-facing Product Management opportunity for someone with an engineering foundation who enjoys working directly with customers to understand their…
Added 3 mins ago
GF
Coordinator, Regional Multi Unit Account
Gordon Food Service - Canada
Milton, ON
- Full-time
Supports a portfolio of Regional Chain Account Customers through day-to-day tactical customer relationship management activities. Assists the Regional Multi Unit Account Managers by…
Added 3 mins ago
SI
Field Development & Sales Growth Manager – Canada | Field Development Manager
SeneGence International
Burnaby, BC
- Full-time
We're looking for an enthusiastic, results-driven Field Development Manager to help grow and strengthen our Canadian distributor community.
Added 18 mins ago
TS
Development Officer
The Stop
Toronto, ON
- Full-time
Communication and relationship-building: Excellent interpersonal, written and verbal communication skills, with a strong customer service orientation and the ability to build positive…
Added 18 mins ago
4A
Parts Manager
401 Auto
North Bay, ON
- Full-time
We’re looking for a knowledgeable, customer-focused Experienced Automotive Parts Manager to join our fast-paced dealership team! In this vital role, you’ll help power the service department…
Added 18 mins ago
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Travel Product & Sales Manager
AMA - Alberta Motor Association
Edmonton, AB · Administration Centre
- Full-time
…thrive on creating exceptional experiences for travelers. As the Manager, Travel Products and Sales, you’ll lead the charge in driving the modernization of AMA Travel’s services and member…
Added 18 mins ago
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Manager, Affinity Advisor Marketing
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The Marketing Manager, Affinity Advisor, will be responsible for developing and executing strategic marketing programs supporting the roll-out of key initiatives, including customer…
Added 18 mins ago
SI
Field Development & Sales Growth Manager – Canada
SGII Inc dba SeneGence
Burnaby, BC
- $80,000 to $95,000 CAD / year
- Full-time
We're looking for an enthusiastic, results-driven Field Development Manager to help grow and strengthen our Canadian distributor community.
Added 33 mins ago
SS
General Manager
Sienna Senior Living
Surrey, BC
- Full-time
Join our compassionate and dynamic team as the General Manager at Sienna Senior Living, where we hold the privilege of serving Canada’s seniors with the utmost comfort, dignity, and…
Added 33 mins ago
Manager, Day to Day Banking - 18 Month Term
Scotiabank
Toronto, ON
The Manager, Day to Day Banking, is responsible for the development and management of core Day to Day bank accounts, associated revenue, and expenses. The incumbent will manage the tactics…

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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