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Added 14 mins ago
FC
Stations Project Manager (Mechanical & Electrical)
Flatiron Construction Corp
Whitby, ON
- Other
…definition, bid evaluation, subcontract negotiation and award, change order management, and review and approval of subcontractor payment…
Added 30 mins ago
GE
Bar Assistant - Stage Bar
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Front of House (FOH) Outlets Manager and Supervisor, the Bar Porter is responsible for supporting bar operations by assisting Bartenders and maintaining clean,…
Added 30 mins ago
D
Senior Account Manager - M/W
Dayuse.com
Montreal, QC
- Full-time
Dayuse is looking for its future Senior Account Manager to join the Sales & Account Management team in Montreal. If hotel distribution is your world (OTA, wholesaler, revenue management)…
Added 1 hour ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
…stakeholder engagement, testing, data migration, training, change management, and organizational readiness…
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Fernie, BC
- Internship
…alongside a seasoned clinic owner and a skillful, supportive office manager and staff that will lend their expertise in billing and panel management - creating the perfect environment for…
Added 1 hour ago
KC
HR and Operational Excellence Manager
KAD Consulting Services
Calgary, AB
- Contract
Loves digging into complex people, management, performance, and operational challenges to uncover underlying problems.
Added 2 hours ago
PH
Indigenous Wellness Liaison
Providence Healthcare
Vancouver, BC
- Full-time
The hours of work, including start and stop times, days off, work area and work site may be subject to change consistent with operations requirements and applicable provisions of the…
Added 2 hours ago
HR
Registered Practical Nurse, Inpatient Surgery 10 East & West
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
…on weekdays, evenings, nights and/or weekends - subject to change as per Article 3 – Management Rights.Location: Humber River Health, Wilson SiteLabour Group: NOWUReporting Relationship:…
Added 2 hours ago
WS
Regional Sales Manager
WIN SOURCE
Canada
- Full-time
…components. Through global sourcing, inventory resources, quality management and logistics support, we help OEMs, EMS providers and manufacturers address component shortages, lead-time…
Added 2 hours ago
WS
Regional Sales Manager
WIN SOURCE
Canada
- Full-time
…components. Through global sourcing, inventory resources, quality management and logistics support, we help OEMs, EMS providers and manufacturers address component shortages, lead-time…
Added 2 hours ago
WS
Regional Sales Manager
WIN SOURCE
Canada
- Full-time
…components. Through global sourcing, inventory resources, quality management and logistics support, we help OEMs, EMS providers and manufacturers address component shortages, lead-time…
Added 3 hours ago
C
The Rec Room South Edmonton Common - Amusement Host/Cashier
Cineplex
AB · S. Edm. The Rec Room
- Part-time
…of Amusement Host – The Rec Room, reporting to the Amusement Manager. This position will be based at ourSouth Edmonton Common, 17 25 99…
Added 4 hours ago
TG
Field Operations Manager (Downhole Completions)
TerraFerno Geothermal Solutions
Calgary, AB
- Full-time
Impact – We create solutions that drive meaningful change, shaping the future of renewable energy.
Added 4 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
Respond to employee and manager inquiries regarding pay, benefits, and employment-related documentation.
Added 4 hours ago
DO
Director
Department of Energy and Economic Diversification
Perth South, ON
- Full-time
…policy and legislative reform, strategic planning, resource management and leading change. Your experience could contribute to overseeing the operations and plans of Synergy, Western Power…
Added 4 hours ago
CO
Coordinator, Special Projects
City of Brampton
Brampton, ON
- Full-time
Reporting to the Senior Manager, Community Safety & Well Being, the Coordinator will be responsible for on-site engagement, coordination, data collection, and risk identification at…
Added 4 hours ago
W
Principal Managing Partner
Workday
Toronto, ON · Canada, ON, Toronto
- Full-time
10+ years career experience operating in a software-as-a-service Human Resources or Finance environment at a project or program manager level
Added 4 hours ago
N
Senior Business Analyst - Broker Dealer
Nasdaq
Toronto, ON
- Full-time
Senior Business Analyst , Product Management for Broker Dealer
Added 4 hours ago
B
Mortgage Specialist
BMO
Vaughan, ON
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 4 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 4 hours 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 4 hours ago
Administrative Assistant, RAAM Clinic
Winnipeg Regional Health Authority
Selkirk, MB
Under the direction of the Clinical Team Manager – Mental Health and Addictions the Administrative Assistant – RAAM Clinic is responsible for providing administrative/clerical/reception…
Added 5 hours ago
GO
Manager - Community Nursing
Government of Yukon
Whitehorse, YT
- Full-time
As a Manager of Community Nursing, you will form an integral part of our collaborative leadership team, using your unique skill set to lead teams, empower employees in their decision…
Added 5 hours ago
Manager, Fire Prevention and Preparedness
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Reporting to the Director, Emergency Response & Compliance, the Manager, Fire Prevention and Preparedness will support the advancement of a proactive fire safety culture at TCHC. The…
Added 5 hours ago
DB
Part Time Bridal Sales
David's Bridal
Cambridge, ON
- $16 to $25.8 CAD / hour
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…

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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