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Added 6 mins ago
AA
HSE/Auxiliary Trainer– Fixed Term Contract, Fly In/Fly Out - Gahcho Kué Mine
Anglo American / De Beers Group
NT · Gahcho Kué Mine, NORTHWEST TERRITORIES
- Full-time
…Superintendent, this position is responsible for delivering general training in the areas of HSE critical risk training and light auxiliary equipment. Eighty percent of this role is in the…
Added 6 mins ago
SD
Beauty Specialist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Cambridge, ON
- Full-time
Ability to conduct sit down makeup and skincare consultations and demonstrate application
Added 6 mins ago
SM
1.0 FTE Temporary Designated Early Childhood Educator
Simcoe Muskoka Catholic District School Board
Victoria Harbour, ON
- Internship
Proven ability to communicate effectively and in a sensitive, courteous manner with children, parents, staff and the general public
Added 6 mins ago
PC
Speech Language Pathologist
Pinecrest-Queensway Community Health Centre
Pembroke, ON
- Part-time
Attends and participates at team and general staff meetings
Added 6 mins ago
DS
Food Services Technician (Full-time)
District School Board of Niagara
Port Colborne, ON
- Full-time
…properly cleaned and stored after each class and seeing to the general cleanup of the cafeteria at the end of each school day. Assistance to the Teacher-Chef in the preparation of food for…
Added 6 mins ago
SD
Education Assistant 2 - 7.5 Hours
School District 57 (Prince George)
Prince George, BC
- Internship
Performs general health procedures (e.g. daily hygiene, toileting, feeding, positioning, transferring).
Added 6 mins ago
WR
After School Support - LTO - 7.5 hrs per week
Waterloo Region District School Board
Cambridge, ON
- Full-time
…registered in WRDSB’s Before and After school program to provide general student…
Added 6 mins ago
WR
Orthopaedic Technologist (Ambulatory Clinics) - Part Time - MET
Windsor Regional Hospital
Windsor, ON
- Part-time
General good health and a level of functional ability appropriate to the demands of the position
Added 6 mins ago
ST
Orthopaedic Technician - Ambulatory Care
St. Thomas Elgin General Hospital
St. Thomas, ON
- $35.74 to $41.15 CAD / hour
- Full-time
…impact? Join our dynamic healthcare team at St. Thomas Elgin General Hospital, where you will be essential in providing care to a wide range of patient populations, collaborating with a…
Added 6 mins ago
WR
After School Support - LTO - 10 hrs per week
Waterloo Region District School Board
Cambridge, ON
- Full-time
…registered in WRDSB’s Before and After school program to provide general student…
Added 6 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Brooks, AB
- Part-time
Ability to conduct sit down makeup and skincare consultations and demonstrate application
Added 6 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
The above statement reflects the general details considered necessary to describe the principal functions and duties as required for proper evaluation of the job and shall not be construed…
Added 6 mins ago
SD
Beauty Specialist, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Ability to conduct sit down makeup and skincare consultations and demonstrate application
Added 6 mins ago
Class 1 Flat Deck Truck Driver
Canada Cartage Group of Companies
Calgary, AB
Transport general freight in accordance with safety and regulatory guidelines
Added 6 mins ago
Assistant Production Manager
Vestis Uniforms and Workplace Supplies | Canadian Linen & Uniform Service | Québec Linge Service D’Uniformes
Toronto, ON · Etobicoke, ON
Other tasks assigned by the General Manager or Production Manager.
Added 6 mins ago
Director of Information Technology
The Corporation of The City of St. Thomas
St. Thomas, ON
Under the general direction of the City Manager, the Director of Information Technology (IT) provides strategic leadership, direction, and oversight for the City's technology…
Added 6 mins ago
LC
Cashier Part Time Day
Loblaw Companies Limited
Saint John, NB
- Part-time
…invisible, temporary or permanent) can be made at any stage of application and employment. We encourage candidates to make their accommodation needs known so that we can provide equitable…
Added 6 mins ago
HD
Casual Educational Assistant
Hamilton-Wentworth District School Board (HWDSB)
Hamilton, ON
- Full-time
Please apply directly on . Your application package must include:
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Wealth Planner - Guildford (20-Month Contract)
Vancity
Surrey, BC
- Full-time
A specialized post-secondary diploma in Business Administration / general undergraduate degree
Added 6 mins ago
O
Sr. Design Coordinator
ONxpress
Toronto, ON
- Full-time
The ONxpress Civils Contractor General Partnership, a partnership between FCC Canada Limited and Aecon Infrastructure Management Inc., is a multidisciplinary Civils Joint Venture (CJV) team…
Added 6 mins ago
V
Wealth Planner - Cedar Hills
Vancity
Surrey, BC
- Full-time
A specialized post-secondary diploma in Business Administration / general undergraduate degree
Added 6 mins ago
RT
Senior Electrical Engineer – High Voltage Substations
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- Full-time
Every candidate we interview will hear from us about the status of their application within 45 days of their interview.
Added 21 mins ago
P
Medical Information Specialist - Life Science Graduate
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- Full-time
…correspondence, and enquiries logged into the Inquiry Handling Systems…
Added 21 mins ago
UO
Student Financial Management Analyst
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
7. Manages payment application in Workday based on precedence rules.
Added 21 mins ago
TS
Community Relations Coordinator
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Markham, ON
- Part-time
Manage the grant application process from initial research, include narratives, budgets, goals, and supporting documents that effectively communicate the Ministry Unit needs and objectives…

Vancity

Wealth Planner - North Delta (20-Month Contract)

Delta, BC, V4C 6P5, 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 North Delta Community Branch (Branch 19) 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
PFP/CFP designation

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 provides quality financial planning and investment advice while building and maintaining a book of investment accounts. They also identify member needs, recommend appropriate financial products, and provide coaching to branch staff on sustainable wealth management.

Requirements

Candidates must have 2 or more years of financial industry experience and a Mutual Fund License (CSC or IFIC). A PFP or CFP designation is required, and a specialized post-secondary diploma or undergraduate degree is considered an asset.

Skills

Financial planning
Account management
Investment solutions
Socially responsible investments
Relationship building
Business development
Financial advisory
Technical expertise
Coaching
Analytical skills
Communication skills
Problem solving

Benefits

Health insurance
Dental benefits
Defined benefit pension
Vacation
Statutory holidays
Care days
Total rewards package

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planner
Financial Planning
Investment Solutions
SRI
Socially Responsible Investments
Mutual Fund License
CSC
IFIC
PFP
CFP
Business Administration
Account Management
Sustainable Wealth Management
Financial Services
Credit Union
Portfolio Management
Business Development
Coaching
Regulatory Standards
Financial Objectives

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