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Added 3 mins ago
T1
Assistant District Manager
Tier 1 Energy Holdings LLC
Leduc, AB
- Full-time
Working closely with the District Manager, the Assistant District Manager provides hands-on support to field personnel, assists with operational planning and scheduling, helps address field…
Added 3 mins ago
IO
Events Coordinator
Irving Oil
Saint John, NB
- Full-time
Wellness Support – With an annual wellness allowance, paid personal care days and a 24/7 Employee & Family Assistance Program
Added 3 mins ago
Health Care Aide
Winnipeg Regional Health Authority
Winnipeg, MB
…People We Serve, and their chosen Care Partners to enhance and support a positive living and care experience. We also focus on creating a healthy working environment for staff to support…
Added 3 mins ago
Health Care Aide - SMHC - Geriatric Area 8 MH
Winnipeg Regional Health Authority
Selkirk, MB
Under the supervision of the Manager Health Services, the Health Care Aide (HCA) provides direct care to patients within the Selkirk Mental Health Centre (SMHC); assisting with activities…
Added 3 mins ago
Food Production Attendant
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general direction of the Food Services Manager or Area Supervisor, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital,…
Added 3 mins ago
Nursing Assistant
Winnipeg Regional Health Authority
Winnipeg, MB
Working as part of a multidisciplinary team under the supervision of the Manager Health Services or Nurse in Charge, the incumbent:
Added 3 mins ago
Clinic Assistant - AY2
Winnipeg Regional Health Authority
Winnipeg, MB
…interpersonal and communication skills to provide administrative support to the Community IV Program (Home Care). Reporting to the Manager Facility & Support Services, the incumbent acts as…
Added 3 mins ago
Unit Clerk - Inpatients
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager, Health Services, RN, RPN and/or LPN, the Unit Clerk acts as a member of the health care team, performing clerical, receptionist, and related…
Added 3 mins ago
Manager Health Services
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Director Health Services or designate, the Manager Health Services oversees and manages inter-disciplinary team(s) consisting of staff who provide direct care to…
Added 3 mins ago
Nurse 2 - Women's Mental Health and Addiction In-House Treatment
Winnipeg Regional Health Authority
Winnipeg, MB
Reporting to the Manager Health Services and working within an integrated multi-disciplinary team, nurses are required to provide services to adult clients engaged in addiction treatment.…
Added 3 mins ago
Perioperative Nurse (N2) - OR Child Health
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the O.R. Manager, Health Services, the incumbent is responsible for: promotion and compliance with the HSC mission, objectives, goals, policies and procedures for…
Added 3 mins ago
Environmental Services Aide (Housekeeping Aide / Laundry Aide)
Winnipeg Regional Health Authority
Reston, MB
Site: Prairie Mountain Health - Reston Health Centre (includes Personal Care Home)
Added 3 mins ago
Secretary 3 - Allied Health
Winnipeg Regional Health Authority
Winnipeg, MB
The incumbent reports to the Director Health Services - Allied Health and is responsible for providing clerical support to the Manager(s) Health Services, including processing job postings…
Added 3 mins ago
Health Care Aide
Winnipeg Regional Health Authority
Winnipeg, MB
…People We Serve, and their chosen Care Partners to enhance and support a positive living and care experience. We also focus on creating a healthy working environment for staff to support…
Added 3 mins ago
Manager, Health Services
Winnipeg Regional Health Authority
Beausejour, MB
Under the direction of the Director Health Services or designate, the Manager Health Services oversees and manages inter-disciplinary team(s) consisting of staff who provide direct care to…
Added 3 mins ago
IR
Manager, Health Services
Interlake-Eastern Regional Health Authority
Beausejour, MB
- Full-time
Under the direction of the Director Health Services or designate, the Manager Health Services oversees and manages inter-disciplinary team(s) consisting of staff who provide direct care to…
Added 3 mins ago
SH
Secretary 3 - Allied Health
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
The incumbent reports to the Director Health Services - Allied Health and is responsible for providing clerical support to the Manager(s) Health Services, including processing job postings…
Added 3 mins ago
SH
Unit Clerk - Inpatients
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, RN, RPN and/or LPN, the Unit Clerk acts as a member of the health care team, performing clerical, receptionist, and related…
Added 3 mins ago
SH
Perioperative Nurse (N2) - OR Child Health
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the direction of the O.R. Manager, Health Services, the incumbent is responsible for: promotion and compliance with the HSC mission, objectives, goals, policies and procedures for…
Added 3 mins ago
SH
Health Care Aide - SMHC - Geriatric Area 8 MH
Shared Health-Soins Communs
Selkirk, MB
- Full-time
Under the supervision of the Manager Health Services, the Health Care Aide (HCA) provides direct care to patients within the Selkirk Mental Health Centre (SMHC); assisting with activities…
Added 3 mins ago
SH
Nursing Assistant
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Working as part of a multidisciplinary team under the supervision of the Manager Health Services or Nurse in Charge, the incumbent:
Added 3 mins ago
SH
Environmental Services Aide (Housekeeping Aide / Laundry Aide)
Shared Health-Soins Communs
Reston, MB
- Full-time
Site: Prairie Mountain Health - Reston Health Centre (includes Personal Care Home)
Added 3 mins ago
AC
Marketing, Communications & Catering Manager
Aramark Canada
Toronto, ON
- Full-time
The Marketing, Communications & Catering Manager is responsible for developing and executing marketing initiatives, managing internal communications, and overseeing the planning,…
Added 3 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 3 mins ago
T
Gestionnaire en génie logiciel (Expériences interactives) | Software Engineering Manager (Interactive Experiences)
TAIT
Montreal, QC
- Full-time

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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