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Added 6 mins ago
R
Senior Manager, Initiatives & Implementation Business Financial Services
RBC
Halifax, NS
- Full-time
Supports the Canadian Banking Sales & Field Operations Communication Delivery Gateway Operating Model regionally (E.g.: Aligns, integrates, coordinates and manages prioritization of…
Added 6 mins ago
PV
Keyholder
Pet Valu
New Glasgow, NS
- Part-time
Placing small items (under 10 lbs) including pet supplies, household items, etc. into stock in the sales area of the store
Added 20 mins ago
LI
Finance Accounting Manager
Leaf Infusions Inc.
New Westminster, BC
- Full-time
We are looking for an experienced, hands-on Accounting & Finance Manager to take ownership of our day-to-day accounting function while helping us continue to modernize how financial…
Added 50 mins ago
C
Account Support Representative Associate/Associé(e) représentant(e) au soutien des comptes.
Compucom
Toronto, ON
- Full-time
The Account Support Rep Associate is an entry-level position and will provide day-to-day account interaction and order processing services for the customer. The role manages account…
Added 1 hour ago
IT
Practice manager - Optician
IRIS The Visual Group
Saint-Lambert, QC · St-Lambert, QC
- Full-time
Support the manager in the clinic’s day-to-day operations
Added 1 hour ago
SA
Commercial insurance account manager
Synex Assurance
Quebec, QC
- Full-time
In order to support our growth in commercial insurance, our firm is looking for a person who will act in concert with the producing broker for large and complex files. Thanks to his eagle…
Added 1 hour ago
SA
Commercial insurance account manager
Synex Assurance
Quebec, QC
- Full-time
…team is currently looking for a Commercial Insurance Account Manager. You will act in concert with the producing broker for support and advice to…
Added 1 hour ago
MS
Capture Manager – Payload
MDA Space
Sainte-Anne-de-Bellevue, QC
- Full-time
The Capture Manager’s primary focus is to accomplish key activities related to the front end of the business. The main objectives are to provide leadership in new business capture…
Added 1 hour ago
SA
Commercial insurance account manager
Synex Assurance
Levis, QC
- Full-time
In order to support our growth in commercial insurance, our firm located in Lévis is looking for a person who will act in concert with the producing broker for large and complex files.…
Added 1 hour ago
MC
Employment Services Client Success Manager
MCI Careers
Canada
- Full-time
…staffing industry? We’re seeking an experienced Client Success Manager to join our team and lead strategic initiatives that strengthen client relationships, drive revenue, and support…
Added 1 hour ago
C
Part-Time Key Holder - Claire's Sherwood Park
Claire's
Sherwood Park, AB
- $16 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 2 hours ago
PV
Hospital Administrator
P3 Veterinary Partners
Timmins, ON
- Full-time
Ensure Cost of Sales as a percent of revenue is in line with budget. Maintain reasonable levels of inventory and put plans of action in place to eliminate bulk ordering and expired goods
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Donnacona, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC
- Full-time
Support your clients through the mortgage renewal or renegotiation process.
Added 2 hours ago
BT
U.S. Corporate Tax Partner
Baker Tilly Canada
Toronto, ON
- Full-time
…volumes, and build the team, processes, and structure required to support continued…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Support your clients through the mortgage renewal or renegotiation process.
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Support your clients through the mortgage renewal or renegotiation process.
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Support your clients through the mortgage renewal or renegotiation process.
Added 2 hours ago
TH
Millwork Sales Specialist Full-Time - 7258 Lloydminster
The Home Depot Canada
Lloydminster, AB
- Full-time
Sales Specialists support three primary store priorities: Customers First, In Stock, and Store Appearance. Sales Specialists support Customers First by providing fast, thorough, and…
Added 2 hours ago
GE
Reservation Agent - Internal Candidates Only
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Front Office supervisor, Assistant Front Office Manager, and/or Front Office Manager, the Reservation Agent promotes and sells room nights to existing and…
Added 2 hours ago
GE
Stage Bar Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Perform other related duties and provide operational support as assigned by the Outlet Supervisor or Outlets Manager.
Added 2 hours ago
GE
Blaze Bar & Grill Server
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Perform other related duties and provide operational support as assigned by the Outlet Supervisor or Outlets Manager.
Added 2 hours ago
L
Festive Retail Sales Associates
Lovisa
Mississauga, ON
- Part-time
Support Store Manager with daily operations, reports, and special projects

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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