Wealth Planner
Job in
Abbotsford, BC, Canada
Listing for:
Vancity
Full Time
position
Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
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 2,700 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, Permanent role that will report directly to the Team Manager, Wealth Solutions. This role will support our Abbotsford and Chilliwack branches.
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 VancityRecommending investment products and services (leading with SRI) suitable to the members' investment needs adhering to applicable regulatory standardsBuilding 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 membersIdentifying member needs and recommending or referring appropriate financial products and servicesThrough collaboration with other Sustainable Wealth Management specialists, leverage opportunities across to enhance member well-being through introduction to all financial channelsProviding 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 experienceMutual Fund License (CSC or IFIC program)Excellent Relationship Building SkillsA solid grasp of the financial services industryPFP/CFP designation
Extra Skills That Set You Apart:
Previous experience managing a portfolio of member relationships in a wealth management or similar roleA 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…
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