As of November 10, 2026, Jobsy lists 2 wealth planner jobs in Surrey, BC. The most active employers are Vancity (2.0). Skills often requested: sales, relationship building, client relationship management and csc.
No matching filters. Try another name.
2 jobs·Latest jobs · Canada··
Why we group jobs by company
Jobs from the same identified company share one card in each results page. As you load more, we merge that company’s additional jobs into its existing card, so large employers do not keep taking extra space. Use the arrows or numbered dots to browse, or View all to compare its loaded jobs and reach the company’s full list. Company pages show separate job cards.
2+ YOEVancity needs candidates with 2+ years of financial industry experience, a Mutual Fund License (CSC or IFIC), and a financial planning designation (CFP, PFP or QAFP). Strong relationship-building, sales and analytical skills are also needed.
2+ YOECandidates need at least two years of financial industry experience, a mutual fund licence (CSC or IFIC), and a financial planning designation such as CFP, PFP or QAFP. Strong relationship-building, sales and communication skills are essential.