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Added 11 mins ago
T
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 11 mins ago
T
Manager, Personal Financial Services - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 11 mins ago
T
Personal Banker Trainee
TD
Oshawa, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 11 mins ago
T
Financial Planner - Sherbooke
TD
Sherbrooke, QC
- Full-time
Collaborer étroitement avec votre équipe pour atteindre des objectifs communs, échanger des idées et offrir une expérience client exceptionnelle.
Added 11 mins ago
T
Personal Banking Associate - Centre Champlain, Montréal (Part-Time 18 hours /week)
TD
Montreal, QC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 11 mins ago
T
Montreal Centre In‑Person Recruitment Event (Novembre 18, 2026)
TD
Montreal, QC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 11 mins ago
T
Customer Experience Associate - Fredericton Prospect
TD
Fredericton, NB
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 11 mins ago
T
Financial Planner - Chicoutimi
TD
Saguenay, QC
- Full-time
Work side-by-side with your team to crush goals, share ideas, and create an awesome client experience.
Added 11 mins ago
T
Financial Planner - Gaspé
TD
Gaspé, QC
- Full-time
Work side-by-side with your team to crush goals, share ideas, and create an awesome client experience.
Added 11 mins ago
M
Bilingual Client Success Manager (Direct Partnerships)
Maple
Toronto, ON
- Full-time
We're hiring a Bilingual Client Success Manager (French/English) to join our Direct Partnerships team, managing a portfolio of Enterprise and Strategic accounts that offer Maple as a…
Added 11 mins ago
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Associate Relationship Manager
CIBC
Kamloops, BC · Kelowna, BC · Victoria, BC
- Full-time
…revenue, uncovering high-value opportunities to refer to the Relationship Manager. Assist with the execution of business development initiatives and client functions as appropriate to…
Added 11 mins ago
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Mortgage Specialist
BMO
Montreal, QC
- Full-time
Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and…
Added 11 mins ago
B
Financial Planner
BMO
Calgary, AB
- Full-time
Develops and implements a relationship management plan to meet the needs of client.
Added 26 mins ago
LC
Case Manager_PT-Contract
LOFT Community Services
Toronto, ON
- $57,007 to $71,647 CAD / year
- Contract
The Case Manager on the Metrolinx Team provides direct service to homeless individuals living with mental health, health, and addictions issues. The position provides both on site and…
Added 26 mins ago
LC
Case Manager_FT-Contract
LOFT Community Services
Toronto, ON
- $57,007 to $71,647 CAD / year
- Contract
The Case Manager on the Metrolinx Team provides direct service to homeless individuals living with mental health, health, and addictions issues. The position provides both on site and…
Added 26 mins ago
HI
Commercial Account Manager
HUB International
Calgary, AB
- Full-time
As a Commercial Account Manager at HUB, you'll manage an established book of commercial business while serving as the primary point of contact for your clients. You'll lead marketing…
Added 26 mins ago
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Wealth Planner - Guildford (20-Month Contract)
Vancity
Surrey, BC
- Full-time
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.
Added 26 mins ago
ST
Senior Associate, Fund Accounting
SS&C Technologies
Mississauga, ON · Toronto, ON
- Full-time
Exceptional interpersonal skills and strong client service mindset.
Added 26 mins ago
HP
Manager, Talent Attraction
Health PEI
Charlottetown, PE
- $48.58 to $59.87 CAD / hour
- Full-time
Foster a high-performing culture focused on innovation, continuous improvement, and exceptional client service.
Added 26 mins ago
NI
Senior Personal Lines Account Manager
Newcastle Insurance Group Inc.
Vaughan, ON
- Full-time
…strong relationships, personalized advice, and exceptional client service. We're looking for a Senior Personal Lines Account Manager with proven High Net Worth (HNW) experience who is…
Added 41 mins ago
YT
Child & Youth Counsellor- Inpatient Units (Part-time)
YOUTHDALE TREATMENT CENTRES
Toronto, ON
- Part-time
Reporting to the Clinical Operations Manager, the Child & Youth Counsellor, is responsible for ensuring a therapeutic and safe environment on a day-to-day basis. Assessment and milieu…
Added 56 mins ago
Field Sales Representative
Fire & Flower Inc.
Saskatoon, SK
…identifying new sales opportunities, and delivering exceptional service to our clients. Reporting to the Sales Manager, this role involves retail in-store activations, meeting or exceeding…
Added 56 mins ago
Conference Services Manager
Coast Hotels
Vancouver, BC
The Conference Services Manager will support the hotel's strategic plan by providing superior customer service and by selling product and/or services that maximize hotel revenues.
Added 56 mins ago
L
Seasonal Sales Associate
Lacoste
Vancouver, BC
- Part-time
Deliver an exceptional customer experience through personalized service.
Added 1 hour ago
B
Associate Director
BMO
Toronto, ON · FCP
- Full-time
Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.

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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