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Added 5 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
Prepares performance appraisals in association with Front Store Manager
Added 5 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 5 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Night
Shoppers Drug Mart
Ottawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 5 mins ago
Engineering Lead
PERI
Calgary, AB
…Engineers, and Draftspersons, contributing to departmental work planning, scheduling, and task assignment to meet the needs of PERI’s customers. This role ensures adherence to established…
Added 36 mins ago
A
Account Director / Senior Account Manager (Vancouver, Toronto, LA)
Akcelo
Vancouver, BC
- Contract
Akcelo is looking for an Account Director / Senior Account Manager who is available for an immediate start to join our Vancouver or LA team.
Added 36 mins ago
OT
Restaurant Manager
One Therapy Network
AB · Edmonton, AB
- Full-time
The Restaurant Manager is responsible for all aspects of restaurant operations including the quality and consistency of the customer experience, adherence to A&W standards, Provincial WCB,…
Added 1 hour ago
BI
Outside Sales Representative – North/Central Alberta
Bray International, Inc.
AB · Edmonton, AB
- Full-time
…North/Central Alberta territory. This role leads territory development for Bray’s valve, actuator, and related flow control product lines by identifying new business opportunities,…
Added 2 hours ago
WB
Lead Base Area Operator
Whistler Blackcomb
Whistler, BC
- Temporary
…chance to grow through Epic Service - our leading training and development experience, and wellness benefits to fuel your…
Added 2 hours ago
A
Senior Manager, Business Human Resources - Allergan Aesthetics (18 month contract)
AbbVie
Markham, ON
- $134,000 to $184,000 CAD / year
- Contract
Coach, consult, and influence the business leaders, regarding leadership development, succession planning, and talent management.
Added 2 hours ago
LS
Bilingual Manager, Events & Engagement - Permanent - 19624
LRO Staffing
Ottawa, ON
- Full-time
Reporting to the Director, Member Experience & Engagement, the successful candidate will lead the planning and delivery of executive development, recognition, and member engagement…
Added 2 hours ago
CH
Program Manager, Capital Projects – Minor
Covenant Health Canada
AB · Edmonton, AB
- Temporary
The Program Manager, Capital Projects - Minor leads Covenant Health's Project Management Office (PMO) for minor capital, infrastructure renewal, and modernization projects across Alberta.…
Added 2 hours ago
CH
Operations Portfolio Manager
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Reporting to the Vice President of the Mental Health and Addiction portfolio, the Corporate Services Manager, Mental Health and Addictions provides strategic, analytical and executive-level…
Added 3 hours ago
J
CLSU Manager (Commercial Support) - Insurance
JobsMedia.io
Toronto, ON
- Full-time
We’re looking for a CLSU (Commercial Lines Support Unit) Manager in Toronto. This is a "people-first" leadership role responsible for driving operational excellence across the support unit.
Added 3 hours ago
BH
Senior Manager, Pharmacy Operations
Bayshore HealthCare
Markham, ON
- Full-time
Reporting to the Director of Pharmacy Operations, the Senior Manager, Pharmacy Operations will serve as the on-site Designated Manager under the Ontario College of Pharmacists (OCP). This…
Added 3 hours ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Implement and support strategic planning, departmental development projects, and operational initiatives.
Added 3 hours ago
LH
Registered Massage Therapist
Lifemark Health Group
Leduc, AB
- Full-time
Stay current with best practices through continuous learning and professional development.
Added 3 hours ago
LH
Registered Massage Therapist
Lifemark Health Group
AB · Edmonton, AB
- Full-time
…through treatment options. Our clinic believes in treatment planning and bringing patients alongside us through the assessment process to develop a plan of care tailored to the patient's…
Added 3 hours ago
LH
Massage Therapist
Lifemark Health Group
AB · Edmonton, AB
- Full-time
Stay current with best practices through continuous learning and professional development.
Added 3 hours ago
LH
Massage Therapist
Lifemark Health Group
Sherwood Park, AB
- Full-time
Stay current with best practices through continuous learning and professional development.
Added 3 hours ago
S
Speech Language Pathologist, Neuromotor - BC Children’s Hospital & Sunny Hill Health Centre
Sanya’k̓ula
Vancouver, BC
- Full-time
Participates in program planning, identifies, and promotes program and discipline specific development in collaboration with the Program Leadership to enhance system processes and resources…
Added 3 hours ago
LH
Physiotherapist
Lifemark Health Group
Lasalle, ON
- $76,783 to $127,972 CAD / year
- Full-time
Stay current with best practices through continuous learning and professional development.
Added 3 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 3 hours ago
LH
KIN-Kinesiologist
Lifemark Health Group
Cranbrook, BC
- $23 to $27 CAD / hour
- Full-time
Passion for your profession and commitment to ongoing professional development
Added 3 hours ago
TH
Project Manager - Garron Family Centre for Cancer & Blood Disorders
The Hospital for Sick Children
Toronto, ON
- Full-time
The Garron Family Centre for Cancer & Blood Disorders (GFCCB) is seeking a Project Manager to lead research, education, and clinical initiatives in support of children with cancer or…
Added 3 hours ago
TH
Program Manager, Indigenous Health
The Hospital for Sick Children
Toronto, ON
- Full-time
Support the development and sustainability of Indigenous Health Program infrastructure, including role design, recruitment, onboarding, work planning, team integration and capacity planning.

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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