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Added 13 mins ago
Meat - Meat Cutter
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Calgary, AB
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 13 mins ago
P
Internal Audit Senior Manager
PwC
Toronto, ON
- Full-time
…achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides…
Added 13 mins ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Pointe-Claire, QC
Being part of a family-owned business committed to the community;
Added 13 mins ago
MANAGER
Boutique La Vie En Rose
Pointe-Claire, QC
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 13 mins ago
MANAGER
Boutique La Vie En Rose
Rosemère, QC
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 13 mins ago
BI
Design Engineer
Badger Infrastructure Solutions
Red Deer, AB
- Full-time
Develops and executes a 1-year business plan ensuring alignment with the overall corporate strategic plan and immediate manager’s business plan.
Added 13 mins ago
OT
Architecture & Design Sales Manager
Olympia Tile+Stone Inc.
Toronto, ON
- $90,000 to $105,000 CAD / year
- Full-time
We are seeking an experienced, results-driven A&D Sales Manager to lead and grow Olympia Tile's presence within the Architecture & Design community. In this role, you will develop strong…
Added 13 mins ago
K
Field Operations Manager - High Voltage Testing Services
Kinectrics
Toronto, ON · Etobicoke, ON
- Full-time
Coordinate closely with Project Managers, Technical Leads, Business Development, and clients.
Added 28 mins ago
Data Systems Officer
Durham College
Oshawa, ON
…designed to respond to evolving workforce needs. Our programs span business, information technology, engineering, construction and skilled trades, health care, science and technology,…
Added 28 mins ago
T
Sr. Business Systems Analyst
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 28 mins ago
MI
Design Team Lead
Metegrity Inc.
AB
- $85,000 to $90,000 CAD / year
- Full-time
The role ensures that business requirements, functional specifications, UX designs, database architecture and supporting documentation are complete, clear, and ready for development. A key…
Added 28 mins ago
GT
HR Business Partner
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
The HR Business Partner (HRBP) plays a critical role in connecting Human Resources with the business, building trust and delivering strategic value of People & Culture strategies. This role…
Added 28 mins ago
S
Accountant II
SAIT
Calgary, AB
- Temporary
…resource for internal and external stakeholders, communicates technical information in clear, practical terms, supports audit inquiries, and provides training, mentoring, and current…
Added 28 mins ago
BI
Design Engineer
Badger Infrastructure Solutions Ltd
Red Deer, AB
- Full-time
Develops and executes a 1-year business plan ensuring alignment with the overall corporate strategic plan and immediate manager’s business plan.
Added 28 mins ago
MP
Manager, Sensory Quality
Mother Parkers Tea & Coffee
Mississauga, ON
- Full-time
…and new product innovation to help our customers grow their business and deliver superior products to their clientele. Our team of coffee and tea experts are deeply passionate about what we…
Added 28 mins ago
AC
Full-time Enterprise CRM Integration Specialist
Algonquin College
Ottawa, ON
- Full-time
The Enterprise CRM Integration Specialist also translates business requirements into Salesforce configuration and code, including Flow automation, custom objects, Apex, and Lightning Web…
Added 28 mins ago
BR
Director, Finance, HR and Operations
BRION RAFFOUL LLP
Ottawa, ON
- Full-time
…directly with the Managing Partner to help shape the future of the…
Added 28 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 43 mins ago
M
Manager, Assurance and Accounting - Public Companies
MNP
Toronto, ON
- Full-time
Make an impact with our Public Companies team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
Added 43 mins ago
Enrolment Information Analyst
NorQuest College
Edmonton, AB
Facilitate enrolment data discussions with business and technical subject-matter experts to confirm definitions, ownership, business rules, process steps, and intended use of key data…
Added 43 mins ago
Environmental Services Engineer, Compliance-TS269
City of London
London, ON
Reporting to the Division Manager, Wastewater Treatment Operations, the Environmental Services Engineer is responsible for overseeing the development and implementation of a wastewater…
Added 43 mins ago
M
Asset Manager, Rail Fleet Projects
Metrolinx
Canada
- Full-time
…service of our transit system as the Metrolinx engineering technical authority and owner of more than $20 billion in assets and growing to $60 billion by…
Added 43 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 43 mins ago
V
Wealth Planner - Cedar Hills
Vancity
Surrey, BC
- Full-time
…book of clients that support their career goals and ongoing…
Added 43 mins ago
V
Wealth Planner - Guildford (20-Month Contract)
Vancity
Surrey, BC
- Full-time
…book of clients that support their career goals and ongoing…

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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