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Added 6 mins ago
CL
General Manager - Off Campus
Campus Living Centres
Ottawa, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 6 mins ago
S
Manager, Regional Business Management and Planning (English/Spanish) - International Banking
Scotiabank
Toronto, ON
- Full-time
The Manager, Regional Business Management and Planning supports the execution of International Commercial Banking’s planning and performance management activities across the region. The…
Added 6 mins ago
T
Account Manager
TransPerfect
Toronto, ON
- Full-time
The Account Manager role is an entry-level sales position with additional marketing responsibilities. You will manage and grow a portfolio of existing accounts while identifying and…
Added 21 mins ago
GD
GARAGE - Sales Team Leader FT - Mayfair Shopping Centre
Groupe Dynamite, Inc Garage
Victoria, BC
- Full-time
Reporting to the Store Manager, your main focus as Sales Team Lead is to promote a positive shopping experience for each customer, while leading and inspiring a high-performing team to…
Added 51 mins ago
BM
Assistant Manager, Alpine Race & Freestyle - Full Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
Work directly with the Manager, Race, in planning, sales/POS, operation and development of race/freestyle programs; and support recruitment, performance management and development of…
Added 1 hour ago
KN
Remote Senior Amazon Operations Manager (Full-Time)
Kasha Nutrition
Remote, Canada
- Full-time
- Remote
We want someone who runs the account like their own business and thinks in systems.
Added 1 hour ago
Produce - Supervisor Produce TF Belmont
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Langford, BC
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 1 hour ago
LC
Meat Department Manager Part Time Day Greenlight Requisition
Loblaw Companies Limited
Toronto, ON
- Part-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 1 hour ago
CI
Supervisor (Part Time)
Carters Inc.
Mississauga, ON
- Part-time
…our founding, and we invest in our teams with training and development programs, so we all succeed together. A Carter’s career doesn’t feel like a job. It feels like connections, between…
Added 2 hours ago
NF
Produce Department Manager Full Time Day
No Frills
Burnaby, BC
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 2 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Oshawa, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 2 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Oshawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 3 hours ago
P
Branch Operations Manager, British Columbia
Panasonic
Burnaby, BC
- Full-time
The Branch Operations Manager leads the day-to-day operations of a commercial refrigeration service and installation business in British Columbia. The role is responsible for managing field…
Added 4 hours ago
BC
Marketing Specialist
BIOAGRINEC CONSULTING & RECRUTEMENT
Canada
- Full-time
…initiatives that drive brand awareness, customer engagement, and business growth. This role is responsible for managing campaigns, analyzing market trends, and supporting strategic…
Added 4 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Oshawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 4 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Oshawa, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 4 hours ago
SN
Seasonal Team Member, CrossIron Mills
Saje Natural Wellness | Retail
AB · Rocky View County, Alberta
- Contract
…there. </p><h3><br>The impact you'll make:</h3><p>Reporting to the Store Manager, Retail Team Members drive our mission first-hand with our customers: you connect people to the healing…
Added 5 hours ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
Expertise in banking services, the advisory approach and business development.
Added 6 hours ago
BH
Sales Representative - Edmonton/Northern AB
Bausch Health Companies Inc.
AB · Edmonton, AB
- Internship
Focuses on territory sales targets, new business development, and troubleshooting on problem or key markets.
Added 6 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Newmarket, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 7 hours ago
DD
The Shoe Co. - Sales Associate
DSW Designer Shoe Warehouse
Sherwood Park, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 7 hours ago
DD
DSW: Sales Associate
DSW Designer Shoe Warehouse
Rocky View No 44, AB · Rocky View County, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 7 hours ago
DD
DSW: Sales Associate
DSW Designer Shoe Warehouse
Calgary, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 7 hours ago
C
Director, Client Support
CIBC
Toronto, ON
- Full-time
As the Director, Client Support in Business Banking, you'll lead a team of Manager Advisory Services (MASs) who oversee Financial Services Associates (FSAs) delivering both lending and…
Added 7 hours ago
L
Assistant Manager, Guest Experience | Rideau Centre
lululemon
Ottawa, ON
- Full-time
Partner with other managers to review business data and metrics (e.g., profit and loss [P&L] statement) to inform planning processes (e.g., quarterly business review, sales planning, and…

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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