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Added 6 hours ago
A
Senior Software Engineer, Java - 12 Month Contract
Aviso
Vancouver, BC
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 7 hours ago
AW
Senior Software Engineer, Java - 12 Month Contract
Aviso Wealth
Remote, Canada
- Full-time
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 8 hours ago
Senior Manager, Data Product Management
Scotiabank
Toronto, ON
The Senior Manager, Data Product Management, has a key role in the Global Wealth Management (GWM) Data Centre of Excellence. Reporting to the Director, Data Product Management, this role is…
Added 2 days ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 2 days ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 2 days ago
PC
Manager, Financial Services, Digital Banking Operations, Consulting
PwC Canada
Toronto, ON
- Full-time
Demonstrated Manager-level experience in management consulting or a comparable client-facing leadership role, with strong knowledge of operations in Financial Services, particularly…
Added 2 days ago
C
Associate, Portfolio Manager
CIBC
Winnipeg, MB
- Full-time
…the business unit and your Investment Counsellor/Portfolio Manager in a number of ways. This includes portfolio analysis, investment research/recommendations, asset allocation, and client…
Added 2 days ago
Senior Delivery Manager
Scotiabank
Toronto, ON
The Senior Delivery Manager, Enterprise Delivery Office supports Director-level leadership in the end-to-end management of projects within the Enterprise Delivery Office (EDO). This role is…
Added 2 days ago
RB
Director, Strategy
Royal Bank of Canada
Toronto, ON
- Full-time
…capabilities (e.g., financial account management, financial deals, wealth management, customer data platforms). The ideal candidate should have hands-on experience leveraging FSC to drive…
Added 2 days ago
R
Director, Strategy
RBC
Toronto, ON
- Full-time
…capabilities (e.g., financial account management, financial deals, wealth management, customer data platforms). The ideal candidate should have hands-on experience leveraging FSC to drive…
Added 2 days 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…
Added 2 days ago
P
Manager, Financial Services, Digital Banking Operations, Consulting
PwC
Toronto, ON
- Full-time
Demonstrated Manager-level experience in management consulting or a comparable client-facing leadership role, with strong knowledge of operations in Financial Services, particularly…
Added 2 days ago
AC
Investment Advisor / Portfolio Manager
Acumen Capital Partners
Calgary, AB
- Full-time
Acumen is a client-focused firm providing comprehensive wealth management and capital
Added 2 days ago
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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 2 days 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 2 days ago
PC
Virtual Relationship Manager (Hybrid)
Prospera Credit Union
Surrey, BC
- Full-time
…our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial…
Added 2 days ago
V
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 2 days 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 2 days ago
V
Wealth Planner - North Delta (20-Month Contract)
Vancity
Delta, BC
- Full-time
This is a Full-time, Temporary role based at our North Delta Community Branch (Branch 19) that will report directly to the Team Manager, Wealth Solutions.
Added 2 days ago
IF
Security Product Manager
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
The Information Security Protection and Analysis (ISPA) team is looking for a Product Manager to contribute to the evolution of its operational cybersecurity capabilities.
Added 2 days ago
T
District Vice President, Durham, Canadian Personal Banking
TD
Ottawa, ON
- Full-time
Reporting to the Regional Vice President, the DVP plans, recommends and implements strategies to grow and develop the business within Durham district. The role will lead, coach and develop…
Added 2 days ago
OC
Client Relationship Manager
Options Consulting Solutions
Toronto, ON
- $160,000 to $175,000 CAD / year
- Full-time
Client Relationship Manager – Private Wealth Management
Added 2 days ago
Manager, Business Banking, Client Campaigns - Toronto, ON
Scotiabank
Toronto, ON
The Manager, Business Banking Client Campaigns is responsible for Business Banking go-to-market activity, ensuring products are competitively positioned, offers are profitable and clients…
Added 2 days ago
AVP, Advisor Experience and Programs
Richardson Wealth Ltd
Toronto, ON
Extensive wealth management experience and a strong understanding of advisor practices, branch operations, investment products, client service, growth strategies, and the Canadian…
Added 2 days ago
CG
Administrative Assistant
Canaccord Genuity Group Inc.
Waterloo, ON
- Full-time
…Silverberg Capital Management in Waterloo. Led by established Senior Wealth Advisor and Portfolio Manager Shane Silverberg, this growing team delivers personalized wealth management…

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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