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Added 13 mins ago
Intermediate Accountant
Navitas
Burnaby, BC
Reporting to the Finance Manager, the Intermediate Accountant is responsible for maintaining the accuracy and integrity of financial statements and student financial information, while…
Added 13 mins ago
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Product Manager
Thomson Reuters
Toronto, ON · Canada, Toronto, Ontario
- Full-time
We are seeking a Product Manager, Digital Growth to join our team and help our efforts in accelerating digital transactions across our multi-segment ecommerce landscape through strategic…
Added 13 mins ago
T
Contact Center Representative II- Borrowing Cantonese & Mandarin
TD
Markham, ON
- Full-time
…location for in-person team events and experiences. The hiring manager will provide more information about how this works for their…
Added 13 mins ago
T
Financial Planner - Sherbooke
TD
Sherbrooke, QC
- Full-time
Added 13 mins ago
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Financial Planner - Chicoutimi
TD
Saguenay, QC
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future…
Added 13 mins ago
T
Financial Planner - Gaspé
TD
Gaspé, QC
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future…
Added 13 mins ago
K
Assistant Store Manager - Halifax
Knix
Halifax, NS
- Full-time
As an Assistant Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 13 mins ago
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Bilingual Client Success Manager (Direct Partnerships)
Maple
Toronto, ON
- Full-time
We're hiring a Bilingual Client Success Manager (French/English) to join our Direct Partnerships team, managing a portfolio of Enterprise and Strategic accounts that offer Maple as a…
Added 13 mins ago
GA
Store Manager - Karl Lagerfeld Paris
G-III Apparel Group
Calgary, AB
- Full-time
As the Store Manager, you will lead the overall performance of the store. You will be responsible for driving sales and profitability, developing a high-performing team, delivering an…
Added 13 mins ago
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Associate Relationship Manager
CIBC
Kamloops, BC · Kelowna, BC · Victoria, BC
- Full-time
…uncovering high-value opportunities to refer to the Relationship Manager. Assist with the execution of business development initiatives and client functions as appropriate to contribute and…
Added 13 mins ago
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Mortgage Specialist
BMO
Montreal, QC
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 13 mins ago
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Financial Planner
BMO
Calgary, AB
- Full-time
…customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides…
Added 13 mins ago
BI
Customer Service Supervisor
Baxter International Inc.
Mississauga, ON
- Full-time
…partner with teams across Supply Chain, Commercial Operations, Sales, Marketing, and Customer Support to identify opportunities for improvement and implement solutions that enhance customer…
Added 13 mins ago
SC
Sales Associate
Staples Canada
Montreal, QC · Saint-Leonard, QC
- Part-time
Drive sales in the furniture, technology and supplies areas of the store.
Added 13 mins ago
SI
Sales Associate
Staples Inc.
Halifax, NS
- Part-time
Drive sales in the furniture, technology and supplies areas of the store.
Added 13 mins ago
CB
Sales Assistant- Full-Time with Benefits-Wonderland
COBS Bread
London, ON
- Full-time
Demand for COBS Bread is unprecedented in this time of need, and we are hiring sales team members to help serve our community.
Added 13 mins ago
UH
Timber-Tech Group of Companies - Account Manager
UpSourced HR
Calgary, AB
- Full-time
The Account Manager is responsible for driving revenue growth by developing and managing relationships with residential builders, commercial, agricultural customers, engineering firms and…
Added 13 mins ago
K
Assistant Store Manager - Halifax
Knix
Halifax, NS
- Full-time
As an Assistant Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 28 mins ago
SS
Senior General Manager
Sienna Senior Living
BC · Surrey, BC
- Full-time
Join our compassionate and dynamic team as the Senior General Manager at Sienna Senior Living, where we hold the privilege of serving Canada’s seniors with the utmost comfort, dignity, and…
Added 28 mins ago
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Casual Clerk
Co-op
Davidson, SK
- Part-time
Reporting to the Assistant Store Manager, you will:
Added 28 mins ago
Senior Manager, Business Management, GBM Finance
Scotiabank
Toronto, ON
Acts as a strategic extension of the CFO GBM, the Senior Manager, Business helps shape and deliver the enterprise risk narrative through clear executive decision support and communications.…
Added 28 mins 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 28 mins 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 28 mins ago
HD
Amazon Account Manager
Hadley Designs
Remote, Canada
- Full-time
- Remote
Hadley Designs is seeking an Amazon Account Manager to take full ownership of a multi-million dollar group of our products on Amazon, as the product manager, the merchandiser, and the CEO…
Added 28 mins ago
HD
Creator Partnerships Manager
Hadley Designs
Remote, Canada
- Full-time
- Remote
That's where you come in. We're looking for an Creator Partnerships Manager who has already built and scaled affiliate programs for e-commerce brands and is ready to do it again with us.…

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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