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Added 14 mins ago
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Manager, Sales Tax Advisory, Sales and Use Tax
Ryan
Mississauga, ON
- Full-time
The Manager, Sales Tax Advisory, works within Ryan’s Transaction Tax Group to conduct or manage the delivery of fee-based advisory support services to clients, either by the Manager or by…
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Internal Audit Senior Manager
PwC
Toronto, ON
- Full-time
As an Internal Audit Senior Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
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Manager, Financial Services, Digital Banking Operations, Consulting
PwC
Toronto, ON
- Full-time
Demonstrated Manager-level experience in management consulting or a comparable client-facing leadership role, with strong knowledge of operations in Financial Services, particularly…
Added 14 mins ago
Branch Manager
Talent Acquisition Team at Westland Insurance. Text reply only.
Brooks, AB
As a Branch Manager, you're a collaborative sales leader with a genuine passion for the client experience and your team members. You're responsible for all our daily office operations.…
Added 14 mins ago
Senior Administrative Assistant
Richardson Wealth Ltd
Toronto, ON
Booking meeting rooms and coordinating logistics for leadership meetings, branch manager calls, and roundtables
Added 14 mins ago
Quality Assurance Specialist
Manitoba Blue Cross
Winnipeg, MB
Responsible for developing, implementing, and maintaining a quality assurance (QA) program to ensure a high degree of client and member experience and satisfaction. This position will…
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Manager, Kamatsiarniq
Tungasuvvingat Inuit
Ottawa, ON
…design, development, and delivery of a wide range of effective, client-centered services. By incorporating the principles of Inuit Qaujimajatuqangit (IQ), TI continues to deliver quality…
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Program Assistant - Medical Withdrawal Service
CAMH
Toronto, ON
…a safe, controlled, collaborative setting. Reporting to the Manager, you will contribute to the organization and safe and optimal function of the unit under the direction of the clinical…
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Manager, Mortgage Specialist
RBC
Sherbrooke, QC
- Full-time
Champion sales management practices to achieve a superior client experience, continued business growth, business retention and productivity
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Business Solutions Analyst (Shopify)
University of Alberta
Edmonton, AB
- Full-time
…which generates over $8 million annually. Reporting to the Manager of Enterprise Asset Systems within Enterprise Applications, this position works closely with campus store administrators,…
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Senior Revenue Accountant
Robert Half
Canada
- Full-time
…Vancouver to find an exceptional Senior Revenue Accountant. Our client is a well-established and rapidly scaling organization with a global footprint, known for its collaborative culture…
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Marketing Coordinator
TekStaff IT Solutions
Toronto, ON
- Contract
TekStaff's Client has an open position for a Marketing Coordinator.
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Investment Advisor / Portfolio Manager
Acumen Capital Partners
Calgary, AB
- Full-time
Acumen is a client-focused firm providing comprehensive wealth management and capital
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SQUAMISH-SENIOR MEDIA ACCOUNT MANAGER
North Shore News
North Vancouver, BC
- Full-time
…Group/ Lodestar Digital is seeking a driven Senior Media Account Manager to join our high-performing team. Located just off the Sea-to-Sky Highway between Vancouver and Whistler, Squamish…
Added 14 mins ago
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Clinical Coordinator, Mental Health and Substance Use - Registered Nurse (RN) / Registered Psychiatric Nurse (RPN)
Vancouver Coastal Health
Vancouver, BC
- Full-time
Coordinates client care activities to deliver primary care, mental health and substance use services including housing and crisis intervention to designated residents/clients/patients.…
Added 14 mins ago
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Senior Sales Operations Specialist
Swim Recruiting
Vancouver, BC
- $70,000 to $85,000 CAD / year
- Full-time
Our client is a growing, entrepreneurial, high end retail brand. With 90 employees now and poised for growth, this is an exciting time to get into a growing brand still in its infancy. They…
Added 14 mins ago
MS
Senior Manager, Sales Enablement and Strategy
Metergy Solutions
Toronto, ON · North York, ON
- $110,000 to $135,000 CAD / year
- Full-time
The Senior Manager, Sales Strategy & Enablement is a strategic and hands-on leader responsible for strengthening how Metergy plans, manages and executes sales across Canada and the United…
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Accounts Payable Supervisor / Superviseur des comptes fournisseurs
Maples Group
Montreal, QC
- Contract
Our side-by-side financial and legal teams consistently deliver award winning services to a global client base, offering unrivalled learning and career opportunities to our 3,000 colleagues…
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Delivery Manager
Talentmatics
Mississauga, ON
- Full-time
We are looking for an experienced Delivery Manager to lead the successful delivery of technology programs and client engagements within the Banking & Financial Services domain.
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Field Operations Manager - High Voltage Testing Services
Kinectrics
Toronto, ON · Etobicoke, ON
- Full-time
The Field Operations Manager is responsible for the overall coordination and execution of HVST field operations, serving as the central point of accountability for personnel deployment,…
Added 29 mins ago
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Account Manager II, Commercial Mortgage Group
TD
Toronto, ON
- Full-time
…existing Business Banking / TD Securities / TD Canada Trust client base providing a commercial mortgage product that is competitive within the Canadian marketplace. Our goal is to deliver a…
Added 29 mins ago
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Contact Center Representative II- Borrowing Cantonese & Mandarin
TD
Markham, ON
- Full-time
…location for in-person team events and experiences. The hiring manager will provide more information about how this works for their…
Added 29 mins ago
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Manager, Personal Financial Services - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 29 mins ago
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Personal Banker Trainee
TD
Oshawa, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 29 mins ago
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Workplace Ambassador
TD
AB
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…

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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