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Added 5 mins ago
AA
Assistant general manager
Advance Auto Parts
Fredericton, NB
- $20.1 to $25.6 CAD / hour
- Full-time
Achieve personal / store sales goals and service objectives
Added 5 mins ago
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Marketing Manager
Agropur
Longueuil, QC · St-Hubert Campus
- Full-time
Leads, as project manager, the multidisciplinary team assigned to his mandates (new product, portfolio optimization/simplification, etc). Acts as the main interlocutor between the different…
Added 5 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 5 mins ago
RB
Sr. Analyst, Consumer Insights, Tim Hortons
Restaurant Brands International
Toronto, ON · Corp - Toronto Corporate Office
- Full-time
…restaurant companies with nearly $49 billion in annual system-wide sales and over 33,000 restaurants in more than 120 countries and…
Added 5 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 5 mins ago
SI
Field Development & Sales Growth Manager – Canada
SGII Inc dba SeneGence
Burnaby, BC
- $80,000 to $95,000 CAD / year
- Full-time
Are You Passionate About Sales, People, and Helping Entrepreneurs Succeed?
Added 5 mins ago
SI
Retail Assistant Manager
Staples Inc.
Quebec, QC
- Full-time
As an Assistant Manager, you will enable operational and sales excellence, ensuring that both our customers and associates have exceptional experiences. You will break down barriers and…
Added 20 mins ago
Manager, Business Development
International Business University
Ottawa, ON
Join one of Canada's fastest-growing universities as our Manager, Business Development, where you will develop and activate strategic partnerships across the Ottawa region while helping…
Added 20 mins ago
RevOps Coordinator | Coordonnateur(trice) des opérations de revenus
Alveole
Montreal, QC
…making things work better. You’ll work closely with our RevOps Manager and GTM Engineer, with plenty of room to improve processes, automate repetitive work, and help us build smarter…
Added 20 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 20 mins ago
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QC - STOCK COORDINATOR - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
- Part-time
Reporting to the Store Manager, the Part-Time Stock Coordinator keeps everything behind the scenes running smoothly. From staying on top of inventory to making sure the store is always…
Added 20 mins ago
AU
Office Clerk / Commis de bureau
Alsco Uniforms
Montreal, QC
- Full-time
The Office Clerk is responsible to the Office Manager for daily processing of company business transactions. This position may be assigned one or more clerical tasks as needed. Some of…
Added 20 mins ago
E-Commerce Activation Manager (18-month contract)
Nestle Operational Services Worldwide SA
Montreal, QC
We are looking for an experienced and strategic eCommerce Activation Manager to lead our B2C digital sales channel in Canada. This 18-month contract opportunity to cover a maternity leave.
Added 20 mins ago
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(CAN) Cosmetics Associate
Walmart
Yellowknife, NT
- Full-time
…supporting the smooth flow of merchandise from the backroom to the sales floor. As a trusted partner in loss prevention, you help protect company assets through attention to detail and…
Added 20 mins ago
MT
Senior Product Manager
Meal Ticket
Canada
- Full-time
Meal Ticket is seeking a Senior Product Manager to own and evolve the TrackMax+ product portfolio, our platform serving the foodservice distribution industry.
Added 20 mins ago
ZH
Regional Sales Manager
Zoomlion Heavy Industry NA, Inc.
Mississauga, ON
- $100,000 to $150,000 CAD / year
- Full-time
Collect project information and promote sales, analyze competitor information
Added 20 mins ago
RI
Personal Account Manager
RDA Insurance
Vaughan, ON
- Full-time
…Customer Service Representative (CSR) / Personal Lines Account Manager to grow with our…
Added 20 mins ago
NC
Personal Lines Account Manager
North City Insurance Brokers
Vaughan, ON
- Full-time
We’re looking for an experienced Personal Lines Account Manager (CSR) who thrives in a fast-paced, team-oriented environment. If you bring 3+ years of RIBO-licensed experience and want to…
Added 35 mins ago
RC
Manager, Sales Tax Advisory, Sales and Use Tax
Ryan Companies US, Inc.
Mississauga, ON
- Full-time
The Manager, Sales Tax Advisory, works within Ryan’s Transaction Tax Group to conduct or manage the delivery of fee-based advisory support services to clients, either by the Manager or by…
Added 35 mins ago
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Concierge
Southwest Properties
Halifax, NS
- Full-time
Execute all reasonable additional assignments determined by the Property Manager, Assistant Property Manager, or any member of the team at Southwest Properties.
Added 35 mins ago
SC
Financial Advisor - Delia
Servus Credit Union
Delia, AB
- Full-time
Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized…
Added 35 mins ago
TH
Overnight Freight Associate Part Time (CARLETON PLACE)
The Home Depot
Carleton Place, ON
- Part-time
Freight Team Associates are responsible for stocking merchandise, organizing the sales floor to create a pleasant and safe shopping environment, and providing customer service as required…
Added 35 mins ago
TH
Overnight Freight Associate Part-Time - 7268 Windermere
The Home Depot
AB
- Part-time
Freight Team Associates are responsible for stocking merchandise, organizing the sales floor to create a pleasant and safe shopping environment, and providing customer service as required…
Added 35 mins ago
CO
Refurbish Technician
Culligan of Canada
Cambridge, ON
- $20 CAD / hour
- Full-time
Added 35 mins ago
Enterprise Sales Development Representative
Hootsuite
Vancouver, BC
…understand, and actionable consumer insights. We’re seeking a Sales Development Representative (SDR) to help us expand Hootsuite’s and Talkwalker’s customer base. You’ll use outbound…

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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