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Added 5 mins ago
D
Marketing Coordinator, Quebec
Dormez-vous
Pointe-Claire, QC
- Full-time
Support the Marketing Manager, Quebec in the planning and execution of marketing initiatives and special projects
Added 5 mins ago
FC
Senior Workday Functional Specialist
Fanshawe College
London, ON
- Full-time
…how we support our employees, finances, and future student services. Having successfully deployed Workday Human Capital Management (HCM), Finance, and Adaptive Planning, the College is now…
Added 5 mins ago
J
Senior Conveyance Project Manager
Jacobs
Burnaby, BC
- $150,000 to $200,000 CAD / year
- Full-time
…acquisition of new projects, as well as perform the role of Project Manager supporting various projects and programs within a defined client portfolio. You’ll effectively lead and manage…
Added 5 mins ago
UO
Clinical Trial Systems Lead, Calgary Centre for Clinical Research
University of Calgary
Calgary, AB
- Full-time
Under the guidance of the Manager, Clinical Trial System Services the Clinical Trial Systems Lead focuses on technical coordination and administration of the province¿s Clinical Trial…
Added 5 mins ago
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Administrative Assistant
Veolia | North America
AB · Edmonton, AB
- Full-time
Veolia is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group…
Added 5 mins ago
SH
Registered Nurse (N2) - Medicine Resource Team
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the Registered…
Added 5 mins ago
Assistant Branch Manager (Enderby Branch)
First West
Enderby, BC
We are currently seeking an Assistant Branch Manager to join our team.
Added 5 mins ago
HC
Transformation and Strategic Initiatives Advisor (#2026-NON-CHS-333)
Hastings County
Belleville, ON
- Full-time
The Community and Human Services Department has an opening for a permanent full-time Transformation and Strategic Initiatives Advisor position. This is a non-unionized position reporting to…
Added 5 mins ago
B&
Human Resources Partner ( 18 Month Maternity Leave Replacement)
Black & McDonald Limited
Brossard, QC
- Full-time
…onboarding/offboarding, talent development, and other employee…
Added 20 mins ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 20 mins ago
FS
Program Manager, Youth Transitions Support
Family Services of Greater Vancouver
Vancouver, BC
- $47 to $52 CAD / hour
- Full-time
JOB OPPORTUNITY: Program Manager, Youth Transitions Support
Added 20 mins ago
VC
Social Worker - Case Manager
Vancouver Coastal Health
Richmond, BC
- $44.85 to $56.02 CAD / hour
- Full-time
…vision and values of the organization, the Social Work Case Manager provides case management services and clinical and consultative social work services to a select population of clients…
Added 20 mins ago
VC
Clinical Resource Educator, Social Work - Home Health
Vancouver Coastal Health
Richmond, BC
- $50.19 to $62.69 CAD / hour
- Full-time
…legislation and its application, therapeutic approaches and discharge planning processes. As a Designated Responder Coordinator, provides clinical support, guidance, direction and…
Added 20 mins ago
RB
Financial Advisor
Royal Bank of Canada
Burnaby, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 20 mins ago
SD
Regional Pharmacy Director - 15 month contract
Shoppers Drug Mart
Toronto, ON
- Full-time
Liaises closely with Associates, pharmacy teams and District Manager’s to ensure
Added 20 mins ago
W
(CAN) Cosmetics Associate (Part Time)
Walmart
Gander, NL
- Part-time
Greets customers in a polite and friendly manner, assists with product selection, promotes products and services, helps customers locate merchandise, supports purchase decisions, and…
Added 20 mins ago
W
(CAN) Customer Service Manager
Walmart
Regina, SK
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 35 mins ago
T
Audit Manager II, Canadian Business Banking and Credit Risk (1242)
TD
Toronto, ON
- Full-time
Support the development and implementation of audit programs by contributing insights and assisting with planning activities.
Added 35 mins ago
NH
COMMUNITY HEALTH WORKER II
Northern Health - BC
Kitimat, BC
- Full-time
…priorities of Northern Health, and under the general supervision of Manager or designate, this position provides home support services to clients in accordance with a pre-established care…
Added 35 mins ago
B
Technical Services Superintendent
Baffinland
NU · Broughton Island, NU
- Full-time
Reporting to the Technical Services Manager, the position is responsible for leading and providing technical mentorship to the mining professionals in the Technical Services team (mining…
Added 35 mins ago
AE
Information Technology General Supervisor
Agnico Eagle Mines Limited
Cochrane, ON
- Full-time
Reporting to the Manager, IT Ontario Operations, you will be a part of the Information Technology Team! You will be responsible for the safe, secure, reliable and cost-effective delivery of…
Added 35 mins ago
KI
Human Resources Advisor
Kruger Inc.
Corner Brook, NL
- Full-time
Provide HR support to supervision and managers through communication and advising in people related services and problem solving of HR issues.
Added 35 mins ago
GO
Senior Analyst/Project Manager
Government of Nunavut
Iqaluit, NU
- Full-time
Reporting to the Director, Nunavut Bureau of Statistics (NBS), the Senior Analyst/Project Manager (Manager) will help the NBS, as well as other Government of Nunavut departments, to provide…
Added 35 mins ago
W
Senior Manager Employee Health, Safety and Wellness
WorkSafeBC
Richmond, BC
- Full-time
As the Senior Manager of Employee Health, Safety, and Wellness, you'll be at the heart of our dynamic People and Culture Division, reporting directly to the Director. This role is a unique…
Added 35 mins ago
T
Financial Planner - Sherbooke
TD
Sherbrooke, QC
- Full-time
De 3 à 5 ans d’expérience dans le secteur bancaire ou des services financiers, de préférence, particulièrement si vous savez établir des relations et présenter des conseils de placement…

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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