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Added 14 mins ago
OR
Wireless Sales Associate - Gander
OSL Retail Services Inc
Gander, NL
- Other
Wireless Sales Associate | [Full-Time/Part-Time]
Added 14 mins ago
OR
Wireless Retail Manager- Gander
OSL Retail Services Inc
Gander, NL
- Other
As a Wireless Manager, you’re key to our success. An inspiring leader who can help your store stores deliver awesome sales and great service. You’ll get to build your own a sales team while…
Added 14 mins ago
MC
Member Services Representative - Part Time (Pendale)
Meridian Credit Union
St. Catharines, ON
- $45,000 to $49,000 CAD / year
- Part-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 14 mins ago
Senior Product Manager, AV Solutions and Ecosystems
Nureva
Ottawa, ON · Kanata, Ontario
We are looking for a Senior Product Manager to define how Nureva's audio technology becomes part of complete, compelling AV solutions for corporate and enterprise spaces.
Added 14 mins ago
RB
Sales Trainee (Contract)
Red Bull
Calgary, AB
- Contract
Evaluate all competitors’ activities such as new launches and price reductions and communicate with District Sales Manager.
Added 14 mins ago
LC
Pharmacy Manager
Loblaw Companies Limited
Kingston, NS
- Full-time
- Obtain and review budgeted sales and net contribution
Added 14 mins ago
The Shoe Co. - Sales Associate
The Shoe Co.
Burlington, ON
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 14 mins ago
OC
Business Development Manager
Ontario Clean Water Agency
Kirkland Lake, ON · OCWA - Kirkland Lake WWT
- Full-time
· Support the development of local sales and marketing plans and execute these plans to meet pre-set local and corporate goals for the organization.
Added 14 mins ago
TI
Customer Success Manager
Trane Italia
Montreal, QC
- Full-time
We are seeking a proactive, highly collaborative, and business-savvy Customer Success Manager (CSM) to join our team in Montreal, QC. Reporting directly to the Customer Success Leader, you…
Added 29 mins ago
CC
Gestionnaire logistique et opérations
Cerco Cable Canada
Dorval, QC
- Full-time
Reporting to the Vice-President, Operations and Supply Chain, the Logistics and Operations Manager plays a key role in managing the flow of goods at Cerco Cable, from purchasing to…
Added 29 mins ago
ET
Sales Manager
Enabled Talent
Brampton, ON
- Full-time
You will work closely with the Sales Lead to build and manage the sales pipeline, from identifying prospective businesses and creating initial interest through discovery, follow ups,…
Added 29 mins ago
Z
Sales Partner
Zorino
Canada
- Contract
Zorino is a power dialer and calling CRM built for small sales and service teams of 2 to 10 people. It dials the call list automatically, skips answering machines, and rings the rep's own…
Added 29 mins ago
BB
Territory Manager, Dual - Sarnia/Windsor (United Division)
Breakthru Beverage Group
Windsor, ON · ON · Head Office Ontario CAN
- Full-time
Breakthru Beverage Canada (BBC) is the leading Sales Broker in the Canadian marketplace representing suppliers such as Diageo, Brown-Forman, Pump House and Lucas Bols. At BBC, we put a…
Added 29 mins ago
TH
Kitchen and Bath Associate: Full Time - SAANICH
The Home Depot
Saanich, BC
- Full-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 29 mins ago
C
Marketing Manager
Calmsource
Vancouver, BC
- Full-time
Our ideal Marketing Manager will be an integral contributor to the company. You'll be working on multiple projects to continue making us the #1 HR Software for SMB business. If you get a…
Added 29 mins ago
TH
Lumber Sales Full Time (COLLINGWOOD)
The Home Depot
Collingwood, ON
- Full-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 29 mins ago
Retail Experience Lead
Fire & Flower Inc.
Gravenhurst, ON
Strong knowledge of retail sales principles, methods, practices, and techniques.
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FOH Keyholder
Fire & Flower Inc.
Victoria, BC
The FOH Keyholder reports to the Store Manager, FOH Assistant Manager, FOH Supervisor
Added 29 mins ago
Retail Experience Lead
Fire & Flower Inc.
Hawkesbury, ON
Strong knowledge of retail sales principles, methods, practices, and techniques.
Added 29 mins ago
Office Manager
F12.net
Toronto, ON · North York, ON
The Position: Reporting to the Business Operations Manager, you will build and maintain strong relationships both internally and externally with clients and vendors and will work to ensure…
Added 29 mins ago
Senior Program Manager - Corus FM Radio
Corus Entertainment
Toronto, ON
Corus Radio has an exciting opportunity for a Senior Program Manager to support the function of Radio Programming in Toronto & Eastern Ontario.
Added 29 mins ago
Barrie & Simcoe County- Sales Representative
Human Resources
Barrie, ON
Reporting to the Regional Sales Manager, the New Business Development/Sales Representative works to develop and maintain business relationships with institutions, commercial, and industrial…
Added 29 mins ago
London - Business Development/Sales Representative
Human Resources
London, ON
Reporting to the Regional Sales Manager, the Business Development/Sales Representative works to develop and maintain business relationships with institutions, commercial, and industrial…
Added 29 mins ago
JC
Store Manager
JYSK Canada
Prince George, BC
- $57,000 to $62,000 CAD / year
- Full-time
As the Store Manager, you are responsible for the direct supervision and development of the management and store team. You will lead, manage, and ensure the maximization of sales growth in…
Added 29 mins ago
LM
Major Account Manager – 3PL Vertical
Leavitt Machinery
Brampton, ON
- Full-time
Leavitt Machinery is looking for a motivated Major Account Manager - 3PL Vertical to join our team in Brampton, Ontario. As the Major Account Manager you will own the end-to-end lifecycle…

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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