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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Partner closely with the Product Owner, business stakeholders, technology teams, architects, vendors, and other delivery partners to coordinate priorities and maintain delivery alignment.
Added 10 mins ago
MA
Account Manager
Mosaic AI
Toronto, ON
- Other
We're looking for an Account Manager to own expansion across our existing customer base. You'll consult directly with executives at our enterprise accounts, learn how their business runs,…
Added 10 mins ago
MS
Senior Manager, Sales Enablement and Strategy
Metergy Solutions
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Metergy has the energy, rapid growth and excitement of a startup, together with a rock-solid, recession-proof business that has a 45 year track record. We’re a technology company that…
Added 10 mins ago
MH
Project Delivery Team - Project Manager
Manitoba Hydro
Winnipeg, MB
- Full-time
We are seeking a Project Delivery Team - Project Manager to join our Generation Projects Department. Under the general direction of the Department Manager, responsible for project related…
Added 10 mins ago
HS
Quality Supervisor
HR Solutions
ON · Niagara, ON
- Full-time
 Certified Quality Engineer/Certified Quality Technician preferred, Certified Manager of
Added 10 mins ago
VB
Senior Accountant
Vaco by Highspring
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
· Career progression opportunities to Accounting Manager, Finance Manager, or Assistant Controller as the business grows
Added 10 mins ago
LE
Talent & Culture Specialist
LG Electronics Canada
Toronto, ON · North York, ON
- Full-time
Partner with hiring managers to clarify business needs, role requirements, success profiles, interview plans and recruitment timelines.
Added 10 mins ago
A
Director, Manager Research & Oversight
Aviso
Toronto, ON
- $135,000 to $170,000 CAD / year
- Full-time
We're looking to fill an opening for a Director, Manager Research & Oversight to join our Investment Management team.
Added 10 mins ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Reporting to the Director, Strategic HRBP, the Manager, Sales Compensation is responsible for the design, governance, administration, and continuous enhancement of Aviso's sales…
Added 10 mins ago
MC
Product Marketing Manager - Offline & Content Marketing
Moomoo Canada
Toronto, ON
- Full-time
Bachelor's degree in Marketing, Business, Communications, Finance, or a related field
Added 10 mins ago
DI
Cost Accounting Manager
Drake International
Vaughan, ON
- Full-time
We're partnering with a well-established manufacturer to recruit a Manufacturing Cost Accounting Manager. This newly created position offers the opportunity to become a key finance business…
Added 10 mins ago
DI
General Manager
Drake International
Cambridge, ON
- $100,000 to $140,000 CAD / year
- Full-time
The General Manager will provide overall leadership and direction for a growing manufacturing business, taking ownership of day-to-day operations, financial performance, team development…
Added 10 mins ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
Reporting to the Senior Manager, Branch Examination, the Compliance Officer is responsible for conducting onsite and/or remote branch and sub-branch examinations of CIRO dealer business…
Added 10 mins ago
Delivery Driver
Vestis Uniforms and Workplace Supplies | Canadian Linen & Uniform Service | Québec Linge Service D’Uniformes
Regina, SK
Consult with customers on additional product options, involving the manager for complex opportunities.
Added 10 mins ago
Produce - Clerk Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mount Pearl, NL
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 10 mins ago
Talent Acquisition & Culture Specialist
Human Resources
Toronto, ON
Partner with hiring managers to clarify business needs, role requirements, success profiles, interview plans and recruitment timelines.
Added 10 mins ago
TH
Head Cashier Full-Time - 7064 Westend
The Home Depot
Canada
- Full-time
Observe associates and work activity, ensuring appropriate staffing levels to meet business needs.
Added 10 mins ago
T
Marketing Manager (Integrated Marketing Planning)
TD
Toronto, ON
- Full-time
…innovative thinking with clear priorities, adapt to evolving business needs, and demonstrate the impact of marketing through measurable results. Reporting to the Senior Marketing Manager,…
Added 10 mins ago
T
Software Engineer II - Senior IVR Developer
TD
Toronto, ON
- Full-time
$81,600 - $115,200 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.
Added 10 mins ago
T
Audit Manager I (ATH 1239)
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 25 mins ago
Senior Manager, Sales Enablement and Strategy
Metergy Solutions
Toronto, ON
Metergy has the energy, rapid growth and excitement of a startup, together with a rock-solid, recession-proof business that has a 45 year track record. We’re a technology company that…
Added 25 mins ago
Lead Customer Service Representative
Circle K
Amherst, NS
You will assist the store manager and the assistant manager with administrative tasks. You will greet customers, run the cash register, make purchase suggestions and sometimes work with our…
Added 25 mins ago
C
Associate Graduate Leadership Development Program - Summer 2027
CIBC
Toronto, ON
- Full-time
Your summer internship will be spent in one of our many lines of business at the bank. This includes teams within: Personal and Business Banking, People, Culture and Brand, Enterprise…
Added 25 mins ago
KB
Helly Hansen - Assistant Store Manager @The Westin Resort
Kontoor Brands, Inc.
Whistler, BC
- Full-time
The Assistant Store Manager is a key leader responsible for opening and closing the store, sales performance, delivering exceptional customer experience, and running day-to-day store…
Added 40 mins ago
SP
Business Development Manager
Staff Plus
Burlington, ON
- Full-time
Business Development Manager - Industrial Manufacturing
Added 40 mins ago
TT
Manager, Project Controls (14009)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $140,176.4 to $175,284.2 CAD / year
- Full-time
As the Manager, Project Controls, you will provide leadership and oversight for integrated project controls functions across the ECE capital portfolio, ensuring consistent application of…

Vancity

Wealth Planner - Guildford (20-Month Contract)

Surrey, BC, V3R 7Z1, 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, 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

The Wealth Planner will provide quality financial planning and investment advice while building and maintaining a book of investment accounts. They will also collaborate with specialists to enhance member well-being and provide technical expertise to branch staff.

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 also required for this role.

Skills

Financial planning
Investment solutions
Account management
Socially responsible investments
Relationship building
Financial advice
Business development
Technical expertise
Coaching
Analytical skills
Communication skills
Sales

Benefits

Flexible benefit packages
Generous vacation
Statutory holidays
Care days
Health and dental benefits
Defined benefit pension

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
Client Relations
Sales
Financial Advice

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