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Added 5 mins ago
KH
Accounting Analyst
Kicking Horse Coffee
Invermere, BC
- $58,000 to $70,000 CAD / year
This is a full-time, one-year term position in our Finance & Accounting department, working 40 hours per week, 8 hours per day.
Added 5 mins ago
CH
Pharmacy Assistant Specialty - Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
Please note that this is a general posting range and offer range will be varied based on relevant experience, qualifications, skills required and location for this role.
Added 5 mins ago
CH
Registered Pharmacy Technician - Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
Please note that this is a general posting range and offer range will be varied based on relevant experience, qualifications, skills required and location for this role.
Added 5 mins ago
P
Full Time Sales Lead
Pandora
Vancouver, BC
- Full-time
…accountability for individual and the store performance. Provide real-time feedback and guidance to empower the team in achieving their KPI…
Added 6 mins ago
BR
Director, Finance, HR and Operations
BRION RAFFOUL LLP
Ottawa, ON
- Full-time
We are seeking a Director, Finance, HR and Operations to join our operations on a full-time basis. Reporting directly to the Managing Partner, the Director will be responsible for managing…
Added 20 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 20 mins ago
D&
Operations Manager
Day & Ross
Winnipeg, MB
- Full-time
…important to having a high success rate with the customers and general satisfaction of the…
Added 20 mins ago
HI
Commercial Account Manager
HUB International
Calgary, AB
- Full-time
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Added 20 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 20 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 20 mins ago
Postmaster - Premises provided by Postmaster (Group Office)
Canada Post - Postes Canada
Speers, SK
Physically fit to lift mail containers of up to 50 lb, push or pull boxes, and sorting mail and standing for extended periods of time
Added 20 mins ago
Administrative Assistant (12 Month Contract)
The Canada Life Assurance Company
Langley (District), BC · Vancouver, BC · Langley, Brit
Respond to general inquiries and help direct callers to the appropriate team, contact or resource
Added 21 mins ago
K
Chemical Technologist - Radiochemistry, General (wet) Chemistry
Kinectrics
Toronto, ON
- Full-time
Employment Type: Temporary Full-Time up to 12 months
Added 21 mins ago
CO
Supervisor 1 - Construction (Utilities)
City of North Vancouver
North Vancouver, BC
- Full-time
Title Supervisor 1 - Construction (Utilities) Job Status Temporary Full Time Position Overview
Added 35 mins ago
FS
FSU Event Ambassador
Fanshawe Student Union
London, ON
- Part-time
FSU Event Ambassador (Work Study) - Student Work Study job opportunity open to full-time Fanshawe College students who qualify for the Work Study Bursary program.
Added 35 mins ago
NM
Technician, Sample Preparation (6-Month Contract)
Newmont Mining Corporation
BC · Kitimat-Stikine, British Columbia
- Full-time
…performance. By joining our inclusive, world-class team, you can help shape the future of mining and make a meaningful…
Added 50 mins ago
SD
Beauty Specialist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Cambridge, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 50 mins ago
PC
Speech Language Pathologist
Pinecrest-Queensway Community Health Centre
Pembroke, ON
- Part-time
Attends and participates at team and general staff meetings
Added 50 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
…collaboration, kindness and inclusivity. Join our team, and help recognize a healthy future for your career and for all…
Added 51 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 51 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 1 hour ago
T
Senior Risk Manager, Corporate Segment ORM (5578)
TD
Toronto, ON
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 1 hour ago
B
Operations Engineer
Brenntag
Brampton, ON · Canada / Brampton
- Full-time
Support development of the annual capital expenditure (CAPEX) plan and help prioritize projects based on business needs, risk reduction, and return on investment.
Added 1 hour ago
F
Senior Full Stack Engineer
Foresight
Montreal, QC
- $180,000 to $230,000 CAD / year
- Full-time
At Foresight, full stack means you own the whole problem. You take complex, high-stakes project data and turn it into products that help teams deliver major projects on time. This could…
Added 1 hour ago
Assistant Manager - Ontario Student Recruitment
University of Guelph
Guelph, ON
Temporary full-time from January 11, 2027 to December 22, 2028

Vancity

Wealth Planner - Guildford (20-Month Contract)

Surrey, BC, 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
Apply by: Dec 6, 2026
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, Temporary role based at our Guildford Community Branch (Branch 30) 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

Provide financial planning and investment advice that helps members meet their financial objectives while managing risk and complying with regulatory standards. Build and maintain a portfolio of investment accounts, identify member needs, refer them to appropriate services, and support branch staff with technical expertise and coaching.

Requirements

Applicants need at least two years of financial industry experience, a mutual fund license through the CSC or IFIC program, and a financial planning designation such as CFP, PFP, or QAFP. Strong relationship-building skills and knowledge of financial services are required; portfolio management experience and relevant post-secondary education are additional assets.

Skills

Financial Planning
Investment Advice
Account Management
Relationship Building
Sales
Portfolio Management
Member Service
Socially Responsible Investing
Risk Management
Regulatory Compliance
Business Development
Financial Analysis
Communication
Problem Solving
Coaching

Benefits

Flexible Benefits
Vacation
Additional Statutory Holidays
Care Days
Health Insurance
Dental Insurance
Defined Benefit Pension

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Investment Advice
Mutual Fund License
CSC
IFIC
CFP
PFP
QAFP
Socially Responsible Investing
Sustainable Wealth Management
Investment Products
Portfolio Management
Account Management
Relationship Building
Business Development
Member Relationships
Financial Services
Risk Management
Regulatory Compliance
Financial Objectives
Investment Accounts
Member Needs Assessment
Product Referrals
Technical Expertise
Staff Coaching
Business Administration

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