Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 13 mins ago
Data Systems Officer
Durham College
Oshawa, ON
and customer service functions of the GETSET program. The position is solely
Added 13 mins ago
GT
HR Business Partner
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
…and for delivering reliable, customized solutions that exceed customer expectations. Over three decades, our core values have shaped a supportive and creative environment that emphasizes…
Added 13 mins ago
CT
Network Analyst
Calgary TELUS Convention Centre
Calgary, AB
- Full-time
Excellent customer service and communication abilities.
Added 13 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 13 mins ago
BL
Billing and Collections Specialist
BC Legal Management Association
BC · West Vancouver, BC
- Other
We're looking for someone who combines strong technical billing knowledge with exceptional client service and a proactive approach to collections.
Added 13 mins ago
LC
Student Information Services (SIS) Lead
Lakeland Catholic School Division
Bonnyville, AB
- Full-time
Put Your Technical Expertise to Work at Lakeland Catholic
Added 13 mins ago
UH
Timber-Tech Group of Companies - Account Manager
UpSourced HR
Calgary, AB
- Full-time
The ideal candidate blends technical understanding with strong customer and internal relationship management and proactive sales execution, operating as the face of the company in the field.
Added 28 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 28 mins ago
M
Asset Manager, Rail Fleet Projects
Metrolinx
Canada
- Full-time
In Asset Management and Maintenance, we play a key role in ensuring the safe, reliable, and cost-effective service of our transit system as the Metrolinx engineering technical authority and…
Added 28 mins 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 28 mins 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 28 mins ago
Sales Representative
Sonepar
Edmonton, AB
Previous sales, customer service, or industry experience is an asset but not required.
Added 28 mins ago
Sales Representative
Sonepar
Edmonton, AB
Previous sales, customer service, or industry experience is an asset but not required.
Added 28 mins ago
Manager, Customer Operations
Bell
Montreal, QC
The role of the Bell Business Markets (BBM) Client Services Manager, within the Service Provisioning Team, is to lead a team of client agents to deliver excellent customer service. This…
Added 28 mins ago
ZI
Operations Manager
ZenaTech Inc.
Toronto, ON
- Full-time
ZenaTech (Nasdaq: ZENA | FSE: 49Q) is a technology company specializing in AI drones, Drone-as-a-Service (DaaS), enterprise SaaS, and quantum computing solutions for mission-critical…
Added 28 mins ago
V|
Administrative Assistant
Veolia | Water Tech
AB · Edmonton, AB
- Full-time
As a customer-facing representative, you will handle inquiries, resolve escalations, and maintain consistent communication to ensure exceptional service delivery. Additionally, this role…
Added 28 mins ago
AK
Development Coordinator, Donor Services and Operations
Aga Khan Museum
Toronto, ON
- Full-time
Back up for Friends or Annual gift processing and customer service.
Added 28 mins ago
O
Operations Manager
OPENLANE
Ottawa, ON · Vars, ON
- Full-time
We are seeking an Operations Manager with experience in automotive reconditioning and general operations. You will be part of the senior leadership team responsible for providing overall…
Added 43 mins ago
Manager, Base Rate Plan Pricing
Rogers Communications
Toronto, ON
Demonstrated strong customer service orientation, interpersonal, and communication (written/verbal) skills
Added 43 mins ago
DS
Customer Service Representative
DGI Supply
Mississauga, ON
- Full-time
The Customer Service Representative will be responsible for answering phone calls, replying to emails, to answer questions, solve problems, quote, enter orders, sourcing, leveraging pricing…
Added 43 mins ago
W
Manager Production Planning and Inventory Control
Winpak
Winnipeg, MB
- Full-time
Winpak Division is seeking a Manager, Production Planning and Inventory Control to lead our Production and Inventory Control department in Winnipeg. Reporting to the Director of Sales,…
Added 43 mins ago
PC
Virtual Relationship Manager (Hybrid)
Prospera Credit Union
Surrey, BC
- Full-time
With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across the…
Added 43 mins ago
TC
Service Advisor
Toromont Cat
Thunder Bay, ON
- Full-time
Toromont Cat is looking for a Service Advisor to join our team in Thunder Bay! This position will provide technical direction and accountability for scheduling all equipment repairs with…
Added 43 mins ago
CS
Quality Associate
Corrosion Service Company Limited
Markham, ON
- Full-time
Support the Project Manager and project team in realizing the project-specific quality plan, achieving quality objectives, maintaining project documentation and ensuring complete turnover…
Added 43 mins ago
TT
Equipment Advisor
Trimac Transportation
Edmonton, AB
- Full-time
Reporting to the Fleet Manager, the Equipment Advisor is responsible for the lifecycle management of fleet assets, ensuring equipment is delivered, deployed, maintained, relocated, and…

Vancity

Wealth Planner - Cedar Hills

Surrey, BC, V3V 6A8, Canada

This role offers a starting annual salary of $75,000 plus incentive. · Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job