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Added 1 min ago
RC
Manager, Sales Tax Advisory, Sales and Use Tax
Ryan Companies US, Inc.
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…
Added 1 min ago
AI
Junior Project Manager - Mechanical Services
Ainsworth Inc
Mississauga, ON
- Full-time
The Junior Project Manager - Mechanical Services is an integral member of the project team responsible for supporting the successful planning, execution, and delivery of retrofit and…
Added 1 min ago
VC
Clinical Coordinator, Mental Health and Substance Use - Registered Nurse (RN) / Registered Psychiatric Nurse (RPN)
Vancouver Coastal Health
Vancouver, BC
- $49.2 to $63.47 CAD / hour
- 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 1 min ago
VC
Peer Advocate (Mental Health and Substance Use)
Vancouver Coastal Health
Vancouver, BC
- $33.46 to $35.31 CAD / hour
- Full-time
Within the context of a patient/client and family-centred framework and continuum-based care model and in accordance with established standards of professional practice and the vision,…
Added 1 min ago
HO
Assistant Manager, Event and Fine Dining Operations
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- Full-time
…events. Working closely with the Event and Fine Dining Operations Manager, you will help oversee day-to-day operations, provide direction and support to Supervisors and Logistics and…
Added 1 min ago
KC
Manager / Senior Manager, Restructuring & Turnaround
KPMG Canada
Montreal, QC
- Full-time
Deliver exceptional client service by maximizing results and driving high performance from people, while also fostering collaboration across businesses and borders
Added 1 min ago
GS
Gestionnaire, Expérience client et location
Groupe Society
Montreal, QC
- Full-time
Groupe Society is looking for a full-time, on-site Manager, Client Experience and Leasing, to lead leasing and the resident experience for a multi-residential project of approximately 800…
Added 1 min ago
ES
Consultant, Performance de procédés (3-8XP)
Enero Solutions
Montreal, QC
- Full-time
As a Process Performance Consultant, you will work in close collaboration with the Technical Team Lead and the Project Manager to ensure that each project is not only a technical success,…
Added 16 mins ago
R
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…
Added 16 mins ago
P
Internal Audit Senior Manager
PwC
Toronto, ON
- Full-time
Strong commitment to providing excellence in client service and a demonstrated ability to produce high-quality results
Added 16 mins ago
P
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 16 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 16 mins ago
Quality Assurance Specialist
Manitoba Blue Cross
Winnipeg, MB
Work directly with Experience Division (Business Solutions, Case Management, Client Service, Marketing & Communications, and Member Services) Leaders in developing and reviewing…
Added 16 mins ago
Manager, Kamatsiarniq
Tungasuvvingat Inuit
Ottawa, ON
This position is responsible for the planning, management and implementation of client-facing activities and services designed to support Inuit children, youth and parents across Ontario…
Added 16 mins ago
Program Assistant - Medical Withdrawal Service
CAMH
Toronto, ON
The Medical Withdrawal Service (MWS) is currently seeking a full-time, permanent Program Assistant. MWS is an inpatient unit that provides care to clients with severe and complex substance…
Added 16 mins ago
R
Manager, Mortgage Specialist
RBC
Sherbrooke, QC
- Full-time
You will lead a team of high performing, highly motivated Mortgage Specialists, delivering growth through sales and market leadership, implementation of strategic direction, and…
Added 16 mins ago
AC
Investment Advisor / Portfolio Manager
Acumen Capital Partners
Calgary, AB
- Full-time
Acumen is a client-focused firm providing comprehensive wealth management and capital
Added 16 mins ago
VC
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 16 mins ago
MG
Accounts Payable Supervisor / Superviseur des comptes fournisseurs
Maples Group
Montreal, QC
- Contract
Escalate operational and team management issues to the Finance Shares Service Manager as necessary. Work closely under Manager oversight for issue resolution
Added 16 mins ago
K
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 31 mins ago
T
Contact Center Representative II- Borrowing Cantonese & Mandarin
TD
Markham, ON
- Full-time
…remaining time will be spent at a TD location for in-person team events and experiences. The hiring manager will provide more information about how this works for their…
Added 31 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 31 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 31 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 31 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…

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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