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Added 14 mins ago
DB
Controller
DMG Blockchain Solutions
Delta, BC
- Full-time
Certification: Designated CPA (Chartered Professional Accountant) or equivalent financial qualification.
Added 14 mins ago
CG
Junior Financial Analyst
CLV Group
Ottawa, ON
- Full-time
CLV is seeking a Junior Financial Analyst to join our team! In this role you will be responsible for evaluating and supporting the financial aspects of real estate projects. This is an…
Added 14 mins ago
Toolroom Attendant - VER Airport
Okanagan College
Vernon, BC
Submits invoices and credit memos through the electronic approval system (Etrieve) tracking status of submitted financial documents. Updates electronic purchase log(s) with invoice, credit…
Added 14 mins ago
M
Manager, Affinity Advisor Marketing
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- Full-time
Work with business teams to ensure clear understanding of financial targets and build into marketing planning process.
Added 14 mins ago
IF
Senior Claims Adjuster, Property
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AB
- Full-time
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Added 29 mins ago
HI
Auto Retention Associate
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Prince George, BC · Salmon Arm, BC · Victoria, BC · Abbotsford, BC · Nanaimo, BC · Castlegar, BC · Nelson, BC · Kamloops, BC · Kelowna, BC
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Added 29 mins ago
Director, Oracle ERP Product Management
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Senior Manager, Software Development (Hybrid)
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Langley (District), BC · Langley, BC
Core Banking & Financial Services Development: Provides technical and delivery oversight for core banking solutions and connected services, aligned with the direction, priorities and…
Added 29 mins ago
Senior Total Wealth Planner - Edmonton, AB
Scotiabank
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Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning…
Added 29 mins ago
Manager, Day to Day Banking - 18 Month Term
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…incumbent will manage the tactics and strategies to maximize the financial performance of the business line while driving innovation, value, and an excellent customer…
Added 29 mins ago
Managing Director Corporate Finance Technology Innovation Banking Commercial Banking
Scotiabank
ON · Toronto, ON
…individual accounts, by ongoing awareness and analysis of relevant financial, legal, political, technological and industry…
Added 29 mins ago
Customer Care Advisor - Investments - Client Experience Centre, Ottawa - Dec 2026
Scotiabank
Ottawa, ON
Build and strengthen customer relationships by identifying needs and providing suitable solutions that support their financial goals.
Added 29 mins ago
Investment & Personal Banking Specialist - Laval, QC
Scotiabank
Laval, QC
Be passionate about financial sales as well as delivering trusted financial advice to customers
Added 29 mins ago
Sr. Manager, New Concepts & Add-ons
HelloFresh
Toronto, ON
Added 29 mins ago
GP
Financial Planning Analyst
Generac Power Systems
Toronto, ON · Canada - Toronto
- Full-time
…forecasting to variance analysis and cost management, ensuring our financial success and aiding in decision-making…
Added 29 mins ago
GP
Senior Financial Planning Analyst
Generac Power Systems
Toronto, ON · Canada - Toronto
- Full-time
Our finance team is looking for a Senior Financial Analyst reporting to the Manager FP&A to join the team. You are an experienced finance professional who works independently and builds…
Added 29 mins ago
FB
Sales Representative, Financial Services
Fairstone Bank
Winnipeg, MB
- Full-time
Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals. Over the years, our…
Added 29 mins ago
Finance Manager
Winnipeg Regional Health Authority
Winnipeg, MB
Lions Housing Centres Inc. is seeking an analytical senior accountant to oversee the organization's day-to-day accounting operations and ensure the accurate, timely, and compliant…
Added 29 mins ago
RD
Application Security Analyst
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Toronto, ON · Greater Toronto Area, Canada
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Our client is a leading Canadian financial services organization that has been helping investors build better financial futures for over 35 years. Offering individuals and institutions a…
Added 29 mins ago
FG
Bookkeeper
Fairfield Gonzales Community Association
Victoria, BC
- Full-time
…and organized Bookkeeper to support the implementation of new financial systems and processes while managing the day-to-day financial operations of our…
Added 29 mins ago
R&
IT - Security Specialist V
Robertson & Company Ltd.
Toronto, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 29 mins ago
D
Client Service Team Associate - January 2027
Dialectica
Montreal, QC
- Full-time
Dialectica has been recognized as one of Europe's fastest-growing companies by the Financial Times for 5 years in a row, a Top Employer for Recent Graduates by The Career Directory in…
Added 29 mins ago
B
Sr Analyst/Payments Automation & Analytics
BeachHead
Toronto, ON
- Contract
Working with one of our top financial clients, this role calls for a Sr Analyst/Payments Automation & Analytics to support a strategic data and reporting transformation initiative. You will…
Added 29 mins ago
O
Accountant
OssKin
Montreal, QC
- Part-time
Put together financial statements and get year-end files ready for our external accountant
Added 29 mins ago
IG
Investment Banking Specialist
Infotree Global Solutions
Montreal, QC
- Contract

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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