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Added 7 mins ago
PV
Keyholder
Pet Valu
Ottawa, ON
- Part-time
Sweeping, dusting and other general store maintenance functions
Added 7 mins ago
Health Care Aide - Casual
Optima Living
Medicine Hat, AB
Promptly reports unsafe conditions, incidents, or concerns to supervisor, General Manager or Health & Safety Committee.
Added 7 mins ago
UO
Research Manager, McAlpine Lab
University of British Columbia
Vancouver, BC · VCH | Vancouver General Hospital - Robert H.N. Ho Research Centre (VGHRRC)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
The Research Manager provides operational, scientific, and project management support for a portfolio of endometrial cancer research projects led by Dr. Jessica McAlpine and collaborating…
Added 7 mins ago
M
Spécialiste principal, Économie de la santé et étude des résultats thérapeutiques / Senior Specialist, Health Economics Outcomes Research
MSD
Kirkland, QC
- Full-time
The principal functions of the Manager, Health Economics & Outcomes Research are:
Added 7 mins ago
MH
Medical Receptionist - Mat Leave
MU Health
Edmonton, AB
- Full-time
Reporting to the Clinic Manager, the Receptionist is the main point of patient contact when entering the clinic. Your outstanding people skills will set the stage and tone of the clinic by…
Added 7 mins ago
Standards & System Studies - Co-Op Student
Elexicon Energy Inc.
Ajax, ON
…reliability performance, regional engagements, and meeting general meeting…
Added 7 mins ago
CH
Production Pharmacy Assistant - Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
Please note that this is a general posting range and offer range will be varied based on relevant experience, qualifications, skills required and location for this role.
Added 7 mins ago
WI
Sales Manager, North America (Canada West Coast)
Wenco International Mining Systems
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Reporting to the Regional Manager, the Sales Manager role is responsible for driving revenue generation primarily through the acquisition of new clients within their designated region. In…
Added 7 mins ago
CG
Unit Manager Full Time
Compass Group Canada
Tiverton, ON
- $22 CAD / hour
- Full-time
The Unit Manager oversees daily pantry and kitchenette operations, ensuring food quality, inventory management, cleanliness, and safety standards are maintained. This role also supports…
Added 7 mins ago
TH
Receiving Associate Full Time Day (SAINT JOHN)
The Home Depot Canada
Saint John, NB
- Full-time
Responding to public address system announcements Requires listening for customer service calls, personal pages and general information announcements
Added 7 mins ago
AG
Project Manager (Data Centers)
Aecon Group Inc.
AB · Greater Edmonton Metropolitan Area
- Full-time
We are seeking an experienced Project Manager - Data Centers to lead the successful delivery of large-scale mission-critical construction projects. The successful candidate will oversee all…
Added 7 mins ago
TH
Merchandising Execution Associate Part Time (COLLINGWOOD)
The Home Depot Canada
Collingwood, ON
- Part-time
…departments in the stores. These associates execute approved general bay service, tasking, projects and resets safely, accurately and efficiently. MEAs must build and maintain strong…
Added 7 mins ago
TH
Receiving Associate : Full Time - FORT McMURRAY
The Home Depot Canada
Fort McMurray, AB
- Full-time
Responding to public address system announcements Requires listening for customer service calls, personal pages and general information announcements
Added 7 mins ago
GS
Mécanicien(ne) de machines fixes - Classe 4A ou supérieure
Groupe Society
Montreal, QC
- Full-time
Added 7 mins ago
GF
Coordinator, Regional Multi Unit Account
Gordon Food Service - Canada
Milton, ON
- Full-time
Participates in business reviews as directed by Regional Chain Manager.
Added 7 mins ago
C
Senior Product Manager, International Platform and Globalization
Clio
Toronto, ON
- Full-time
As the Senior Product Manager for International Platform and Globalization at Clio, you will deliver the shared platform features that let every Clio market run on the same product, such as…
Added 7 mins ago
R&
Manager / Senior Manager, Private Enterprise
Robertson & Company Ltd.
Markham, ON
- Full-time
…its Private Enterprise practice, is seeking an experienced Manager or Senior Manager to join its team in Markham,…
Added 7 mins ago
TH
Merchandising Execution Associate Part -Time - 7086 Winnipeg Southwest
The Home Depot Canada
Winnipeg, MB
- Part-time
…departments in the stores. These associates execute approved general bay service, tasking, projects and resets safely, accurately and efficiently. MEAs must build and maintain strong…
Added 22 mins ago
DB
Controller
DMG Blockchain Solutions
Delta, BC
- Full-time
Lead core operational accounting functions, including general ledger maintenance, accounts payable, accounts receivable, and payroll.
Added 22 mins ago
AA
Assistant general manager
Advance Auto Parts
Fredericton, NB
- $20.1 to $25.6 CAD / hour
- Full-time
Essential Job Skills Necessary for Success as an Assistant General Manager
Added 37 mins ago
SS
General Manager
Sienna Senior Living
Surrey, BC
- Full-time
Join our compassionate and dynamic team as the General Manager at Sienna Senior Living, where we hold the privilege of serving Canada’s seniors with the utmost comfort, dignity, and…
Added 37 mins ago
D
Project Manager, Construction
Dream
Toronto, ON
- Full-time
Dream is looking for a Project Manager, Construction!
Added 37 mins ago
Prep Cook / Porter Spinnakers Victoria Airport
SSP
North Saanich, BC · Sidney, Brit
Inform the manager immediately of product shortages.
Added 37 mins ago
AU
Office Clerk / Commis de bureau
Alsco Uniforms
Montreal, QC
- Full-time
The Office Clerk is responsible to the Office Manager for daily processing of company business transactions. This position may be assigned one or more clerical tasks as needed. Some of…
Added 37 mins ago
Registered Nurse (N2) - Medicine Resource Team
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the Registered…

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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