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Director, Strategy
RBC
Toronto, ON
- Full-time
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Personal Banking Associate - l'Assomption Branch
TD
L'Assomption, QC
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 9 mins ago
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Personal Banking Associate - New Glasgow
TD
New Glasgow, NS
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 9 mins ago
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Customer Experience Associate
TD
Sherwood Park, AB
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 9 mins ago
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Financial Crime Risk Specialist (5440)
TD
Toronto, ON
- Full-time
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Financial Planner
TD
Toronto, ON
- Full-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 9 mins ago
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Personal Banking Associate - Mandarin or Spanish Language Skills an Asset
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Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Chestermere, AB
Total rewards program that takes care of your financial, physical, and mental health
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Customer Service Representative - Mandarin Speaker
BMO
Toronto, ON
- Part-time
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks…
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Customer Service Representative
BMO
Toronto, ON
- Part-time
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks…
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Cybersecurity Incident Coordinator
KPMG
AB · Winnipeg, MB · Saint John, NB · Fredericton, NB · Moncton, NB · Sudbury, ON · Hamilton, ON · Kingston, ON · Sault Ste. Marie, ON · North Bay, ON · London, ON · Toronto, ON · Windsor, ON · Ottawa, ON · Oakville, ON · Kitchener, ON · Waterloo, ON · Montreal, QC · Brossard, QC · Joliette, QC · Quebec, QC · Boisbriand, QC · Regina, SK · Saskatoon, SK · Langley (District), BC · Prince George, BC · Victoria, BC · Chilliwack, BC · Abbotsford, BC · Vernon, BC · Kamloops, BC · Vancouver, BC · Kelowna, BC · Halifax, NS · St. John's, NL · Calgary, AB · Lethbridge, AB · ON · Vaughan, Ontario · Edmonton, Alberta · Kanata, Ontario · Langley, British Columbia
- Full-time
…qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards…
Added 9 mins ago
CG
Unit Manager Full Time
Compass Group Canada
Tiverton, ON
- $22 CAD / hour
- Full-time
…pay transparency legislation. Further details regarding our total rewards offerings will be shared by the Talent Acquisition team during the hiring process. Canadian work experience is not…
Added 9 mins ago
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Contract Administrator
GeoSpectrum Technologies Inc.
Dartmouth, NS
- Other
We recognize that our people are our most valuable asset. Our Total Rewards package is designed to support your wellbeing, growth, and long term success. It includes a competitive base…
Added 9 mins ago
TH
BUSINESS ANALYST (6 month contract)
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Toronto, ON
- Full-time
…range you see represents base salary only. In addition, your total rewards may include: semi-annual bonuses tied to business performance; Deferred Profit-Sharing Program to assist with…
Added 9 mins ago
AW
Energy Manager, Utilities & Sustainability
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Windsor, ON
- Contract
Agilus by Synergie is recruiting for an Energy Manager, Utilities & Sustainability in the Energy sector in Windsor, Ontario.
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Manager, Mortgage Specialist- EN
RBC
Sherbrooke, QC
- Full-time
A comprehensive Total Rewards Program including performance based bonuses, flexible benefits and competitive compensation
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Montréal Centre – Événement de recrutement en personne (18 novembre 2026)
TD
Montreal, QC
- Part-time
Our Total Rewards package reflects the investment we make in our collea
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Merchandising Execution Associate Part Time (COLLINGWOOD)
The Home Depot Canada
Collingwood, ON
- Part-time
…range you see represents base salary only. In addition, your total rewards may include: semi-annual bonuses tied to business performance; Deferred Profit-Sharing Program to assist with…
Added 9 mins ago
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Senior Product Manager, International Platform and Globalization
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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 9 mins ago
TH
MANAGER FINANCE - INVENTORY FINANCE
The Home Depot Canada
Toronto, ON
- Full-time
…range you see represents base salary only. In addition, your total rewards may include: semi-annual bonuses tied to business performance; Deferred Profit-Sharing Program to assist with…
Added 39 mins ago
Operations Manager
International Business University
Ottawa, ON
To support the overall well-being and success of our employees, IBU offers a comprehensive Total Rewards package, which may include the following, based on role eligibility:
Added 39 mins ago
Manager, Business Development
International Business University
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Added 39 mins ago
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Project Manager, Construction
Dream
Toronto, ON
- Full-time
Dream is looking for a Project Manager, Construction!
Added 39 mins ago
A3
Plant Engineering & Maintenance Manager
Aluminum 3104
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- Full-time
…modern production equipment. That means skilled careers, strong Total Rewards and the chance to build deep…
Added 54 mins ago
AI
Junior Project Manager - Mechanical Services
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- Full-time
…skills, to drive your career development, embraces diversity and rewards innovation, with competitive pay and great employee programs, join the GDI Ainsworth team…

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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