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Added 10 mins ago
IE
Directeur(trice) principal, Solutions aux patients, Canada /Senior Director Patient Solutions, Canada
Inizio Engage
Toronto, ON · Ottawa, ON · Mississauga, ON · Dorval, QC · Montreal, QC · Quebec, QC · Laval, QC
- Full-time
Added 10 mins ago
Operations Manager, Scotia iTRADE - Toronto, ON
Scotiabank
Toronto, ON
The position will regularly collaborate with operations management and iTRADE partners to make process improvements in support of their respective oversight. The manager will ensure all…
Added 10 mins ago
K
Senior Customer Success Manager
KORE
Canada
- $93,772 to $118,738 CAD / year
The Strategic Customer Success Manager is responsible for the customer journey, building loyalty, and developing close, long-term client relationships with our strategic customers. In this…
Added 10 mins ago
K
Customer Success Manager
KORE
Canada
- $90,826 to $111,914 CAD / year
As a Customer Success Manager (CSM) at KORE, you will be the strategic partner and advocate for our assigned customer portfolio, owning the post-sale lifecycle from onboarding through…
Added 10 mins ago
GA
Business Development Manager - HVAC/R
GDI Ainsworth
Sudbury, ON · Greater Sudbury, ON
- $90,000 to $120,000 CAD / year
- Full-time
GDI Ainsworth is currently searching for highly skilled and accomplished Sales Professionals focused on HVAC/R preventative maintenance to join our growing team in Northern Ontario. Along…
Added 10 mins ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Sault Ste. Marie, ON
- Part-time
Enforcing age verification for the sales of tobacco, lottery and alcohol products.
Added 10 mins ago
TW
Manager, Accounting and Treasury
The Wonderfield Group
Richmond Hill, ON
- Full-time
We are seeking an experienced and results-driven Finance Manager, Accounting and Treasury to lead accounting, treasury operations and sales tax compliance across our North American…
Added 10 mins ago
CG
Manager Inside Sales, Servomax
Compass Group Canada
Boucherville, QC
- Full-time
The Manager Inside Sales plays a critical role in generating qualified sales opportunities and filling the top of the sales funnel within a defined territory. This role focuses on outbound…
Added 10 mins ago
GR
Store Manager - Karl Lagerfeld Paris
GIII Retail 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 10 mins ago
M
Assistant General Manager - Vancouver Flagship
MEC
Vancouver, BC
- $65,000 to $81,100 CAD / year
- Full-time
As the Assistant General Manager (AGM), you are the second-in-command and a critical partner to the General Manager in leading overall store performance, operations, and culture. You help…
Added 24 mins ago
RB
Manager, Mortgage Specialist
Royal Bank of Canada
Sherbrooke, QC
- Full-time
Cultivate local business opportunities through the development of relationships within the community and centres of influence
Added 24 mins ago
CC
Retail Shift Leader
Canna Cabana
Grande Prairie, AB · Prairie Mall, Grande Prairie, AB
- Part-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 24 mins ago
TH
Department Supervisor Full Time (AURORA)
The Home Depot
Canada
- Full-time
Under the management of Department Supervisors, our Associates can flourish and reach their peak. They provide leadership by coaching, training, motivating and inspiring associates to…
Added 24 mins ago
TH
Human Resources Staffing Coordinator Full Time (BARRIE)
The Home Depot
Barrie, ON
- Full-time
Reporting to the Store Human Resources Manager (SHRM) this role will support the HR function in the store in the areas of staffing, associate training, associate development, and WSIB/WCB…
Added 24 mins ago
UO
Industry Engagement Coordinator
University of Waterloo
Waterloo, ON · William M. Tatham Centre
- Full-time
· Prior business development, sales or recruitment support experience is an asset.
Added 39 mins ago
R
Financial Advisor
RBC
Burnaby, BC
- Full-time
Career development and top-notch sales coaching to take your career to the next level
Added 39 mins ago
PR
Senior Manager, Replenishment Planning
Pernod Ricard
Windsor, ON
- Full-time
Guided by our 4 core values: (1) grounded in the real; (2) fiercely authentic; (3) passion for challenge; and (4) connected beyond borders; we are team players, dream makers, trailblazers,…
Added 39 mins ago
Deputy Manager
Hollywood Bowl Group
Saskatoon, SK
…areas of the centre to support the effective operation of the business. The role is varied and exciting! Your responsibilities will range from supporting the Centre Manager with back of…
Added 39 mins ago
T
Financial Planner
TD
Toronto, ON
- Full-time
An entrepreneurial mindset with experience in business development, networking, and high-value sales
Added 39 mins ago
R
Account Manager
Reconomy
Toronto, ON
- $65,000 to $85,000 CAD / year
- Full-time
Work closely with internal teams such as Sales, Operations, and Compliance to make sure client needs are met and business goals are supported.
Added 39 mins ago
SL
Manager Forecasting, Workforce Management
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
We are looking for a versatile leader to lead the forecasting and capacity planning function within Canadian Operations. In this role, you will drive the development, implementation, and…
Added 39 mins ago
Store Manager
Clarks
Ottawa, ON
Tuition reimbursement program for both personal and professional growth and development
Added 39 mins ago
CI
Supervisor (Part Time)
Carters Inc.
Dartmouth, NS
- Part-time
Carter’s Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter’s, OshKosh B’gosh, Skip*Hop, and Little Planet brands. Carter’s…
Added 39 mins ago
CI
Supervisor (Part Time)
Carters Inc.
Calgary, AB
- Part-time
Carter’s Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter’s, OshKosh B’gosh, Skip*Hop, and Little Planet brands. Carter’s…
Added 39 mins ago
CT
Category Business Manager - Hardgoods (12 Month Contract)
Canadian Tire Corporation
Calgary, AB · Quarry Park
- Full-time
Reporting to the AVP, the Category Business Manager is the key leader in the Merchandising Strategic Business Unit (SBU). Operating as the business owner for the category, within…

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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