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Added 8 mins ago
SL
Manager Forecasting, Workforce Management
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
Act as a subject matter expert or technical team lead on forecasting and capacity planning projects
Added 8 mins ago
AC
Distribution Account Manager, Canada
Axis Communications
Toronto, ON · Canada - ON - Toronto
- Full-time
Experience planning and carrying out sales strategies, with technical product knowledge
Added 9 mins ago
WI
Sales Manager, North America (Canada West Coast)
Wenco International Mining Systems
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Following Wenco’s internal sales process, this person will use their existing industry network, Wenco’s market knowledge, and the regional sales strategy to identify, nurture, and close…
Added 9 mins ago
GT
Contract Administrator
GeoSpectrum Technologies Inc.
Dartmouth, NS
- Other
Support internal reviews by coordinating input from legal, finance, sales, procurement, project management, security, quality, and other stakeholders.
Added 9 mins ago
OO
Community Development Manager
ORION Ontario's Research and Education Network
Toronto, ON
- Full-time
· Proven experience in inside sales, solution sales, or technical sales roles
Added 9 mins ago
TS
Store Associate
The Salvation Army in Canada
Moncton, NB
- Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 9 mins ago
RH
Product Manager
Robert Half
Mississauga, ON
- $80,000 to $95,000 CAD / year
- Full-time
…solutions for heavy equipment and machinery, is seeking a Product Manager to join their growing Sales & Marketing…
Added 9 mins ago
R
Manager, Sales Tax Advisory, Sales and Use Tax
Ryan
Mississauga, ON
- Full-time
The Manager, Sales Tax Advisory, works within Ryan’s Transaction Tax Group to conduct or manage the delivery of fee-based advisory support services to clients, either by the Manager or by…
Added 39 mins ago
MT
Senior Product Manager
Meal Ticket
Canada
- Full-time
Meal Ticket is seeking a Senior Product Manager to own and evolve the TrackMax+ product portfolio, our platform serving the foodservice distribution industry.
Added 54 mins ago
RC
Manager, Sales Tax Advisory, Sales and Use Tax
Ryan Companies US, Inc.
Mississauga, ON
- Full-time
The Manager, Sales Tax Advisory, works within Ryan’s Transaction Tax Group to conduct or manage the delivery of fee-based advisory support services to clients, either by the Manager or by…
Added 54 mins ago
CO
Refurbish Technician
Culligan of Canada
Cambridge, ON
- $20 CAD / hour
- Full-time
Culligan offers a full line of water treatment products for every problem. We provide the dependable service and technical expertise that has made Culligan the water solution choice for…
Added 54 mins ago
CC
Retail Store Manager
Canna Cabana
Okotoks, AB
- Full-time
The Retail Store Manager is responsible for the daily operations and profitability of the establishment according to set goals and business objectives. Daily operations include staff…
Added 54 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Shawnessy, Calgary, AB
- Full-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 54 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · West Springs, Calgary, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 54 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Haysboro, Calgary, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 54 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 54 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Southland, Calgary, AB
- Full-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 54 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Shawnessy, Calgary, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 54 mins ago
CC
Retail Store Manager - Leave of Absence Coverage
Canna Cabana
Camrose, AB
- Full-time
The Retail Store Manager is responsible for the daily operations and profitability of the establishment according to set goals and business objectives. Daily operations include staff…
Added 54 mins ago
CC
Retail Shift Leader
Canna Cabana
Vancouver, BC · Davie, Vancouver, BC
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM/ASM
Added 54 mins ago
CC
Retail Shift Leader
Canna Cabana
Sherwood Park, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 54 mins ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Bridlewood, Calgary, AB
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 54 mins ago
VE
Administrative Assistant
Veolia Environnement SA
Edmonton, AB
- Full-time
This role will report directly to the Plant Manager.
Added 54 mins ago
OH
Director of Training & Coaching Development (Personal Training)
One Health Clubs
Mississauga, ON
- $80,000 to $90,000 CAD / year
- Full-time
This is not a general fitness manager or sales role. You are the technical head of coaching at OHC, leading the coaching quality of a department of 25+ trainers. You do not carry your own…
Added 54 mins ago
GT
Marketing Coordinator
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $37 to $45 CAD / hour
- Contract
Proficiency in Meta Business Manager, LinkedIn Campaign Manager, and social media publishing software (Sprinklr preferred)

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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