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Added 9 mins ago
Meat - Meat Cutter
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Calgary, AB
Provide technical training to new staff and clerks
Added 9 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Aurora, ON
Innovation program to encourage idea sharing;
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ASSISTANT MANAGER
Boutique La Vie En Rose
Pointe-Claire, QC
Innovation program to encourage idea sharing;
Added 9 mins ago
MANAGER
Boutique La Vie En Rose
Pointe-Claire, QC
Innovation program to encourage idea sharing;
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MANAGER
Boutique La Vie En Rose
Rosemère, QC
Innovation program to encourage idea sharing;
Added 9 mins ago
Manager, Kamatsiarniq
Tungasuvvingat Inuit
Ottawa, ON
Develops, implements and reviews program-specific policies, processes and procedures covering the areas of intake, assessment, safety and service planning, and outcome monitoring, and…
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ASSISTANT MANAGER
Boutique La Vie En Rose
Winnipeg, MB
Recognition program for years of service; Innovation program to encourage idea sharing;
Added 9 mins ago
BV
ASSISTANT MANAGER
Bikini Village
La Trinité-des-Monts, QC
- Full-time
Recognition program for years of service; Innovation program to encourage idea sharing;
Added 9 mins ago
NV
Senior Program Manager (ID#5605)
New Value Solutions
Vancouver, BC · Greater Vancouver, BC
- Contract
New Value Solutions, a national IT consulting company, is seeking a Senior Program Manager to lead large, complex technology initiatives from inception through implementation and transition…
Added 10 mins ago
BV
ASSISTANT MANAGER
Bikini Village
Winnipeg, MB
- Full-time
Recognition program for years of service; Innovation program to encourage idea sharing;
Added 25 mins ago
Data Systems Officer
Durham College
Oshawa, ON
Reporting To: Manager, Dual Credits & Academic Upgrading
Added 25 mins ago
GT
HR Business Partner
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
Working in a high-growth, agile, and complex environment, the HRBP provides expertise in workforce program development and delivery, employee relations, organizational development, and…
Added 25 mins ago
S
Accountant II
SAIT
Calgary, AB
- Temporary
…resource for internal and external stakeholders, communicates technical information in clear, practical terms, supports audit inquiries, and provides training, mentoring, and current…
Added 25 mins ago
CT
Network Analyst
Calgary TELUS Convention Centre
Calgary, AB
- Full-time
…Convention Centre's network infrastructure. Reporting to the Senior Manager, IT & Cyber Security, this role ensures reliable connectivity for business operations, event technology services,…
Added 25 mins ago
MP
Manager, Sensory Quality
Mother Parkers Tea & Coffee
Mississauga, ON
- Full-time
The Sensory Quality Manager is a subject matter expert in the area of sensory evaluation (cupping) for our locations in Fort Worth and Mississauga. This position enables appropriate blend…
Added 25 mins ago
BL
Billing and Collections Specialist
BC Legal Management Association
BC · West Vancouver, BC
- Other
…esteemed billing and collections department team. Reporting to the Manager of Finance, Billing and Collections, this full-time, permanent role is perfect for individuals aiming to excel…
Added 39 mins ago
Environmental Services Engineer, Compliance-TS269
City of London
London, ON
Reporting to the Division Manager, Wastewater Treatment Operations, the Environmental Services Engineer is responsible for overseeing the development and implementation of a wastewater…
Added 39 mins ago
M
Asset Manager, Rail Fleet Projects
Metrolinx
Canada
- Full-time
…service of our transit system as the Metrolinx engineering technical authority and owner of more than $20 billion in assets and growing to $60 billion by…
Added 39 mins ago
V
Wealth Planner - Cedar Hills
Vancity
Surrey, BC
- Full-time
This is a Full-time, Permanent role based at our Cedar Hills Community Branch (Branch 44) that will report directly to the Team Manager, Wealth Solutions.
Added 39 mins ago
V
Wealth Planner - Guildford (20-Month Contract)
Vancity
Surrey, BC
- Full-time
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.
Added 39 mins ago
Sales Representative
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Edmonton, AB
Be part of an ISO certified company with a strong a quality assurance program and new technologies which help you perform at your best.
Added 39 mins ago
Sales Representative
Sonepar
Edmonton, AB
Be part of an ISO certified company with a strong a quality assurance program and new technologies which help you perform at your best.
Added 40 mins ago
O
Operations Manager
OPENLANE
Ottawa, ON · Vars, ON
- Full-time
We are seeking an Operations Manager with experience in automotive reconditioning and general operations. You will be part of the senior leadership team responsible for providing overall…
Added 55 mins ago
DS
Customer Service Representative
DGI Supply
Mississauga, ON
- Full-time
Health and dental benefits, employee assistance program, RRSP/DPSP Program, paid vacation and more!
Added 55 mins ago
W
Manager Production Planning and Inventory Control
Winpak
Winnipeg, MB
- Full-time
Winpak Division is seeking a Manager, Production Planning and Inventory Control to lead our Production and Inventory Control department in Winnipeg. Reporting to the Director of Sales,…

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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