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:
As a Securities Administrator, you will be the primary point of contact for our Sustainable Wealth Management advisory teams and members, providing exceptional administrative support that enables advisors to focus on delivering outstanding financial guidance. In this role, you will review, prioritize, and process a variety of member transactions while ensuring compliance with established policies, procedures, and regulatory requirements. You will contribute to an enhanced member experience by optimizing operational efficiency, supporting advisory teams, and identifying opportunities for continuous process improvement. We are looking for a detail-oriented, service-focused professional who thrives in a fast-paced environment and is passionate about delivering accurate, timely, and member-centric support
This is a Full-time, Temporary role based at our Vancity Surrey Office and will report directly to the Team Manager, SWM Advisory Admin. While this position provides a hybrid work arrangement, you will be expected to be on-site for events and business demands.
How You'll Make an Impact:
- Providing administrative support to optimize the capacity and effectiveness of Sustainable Wealth Management advisory teams
- Reviewing, prioritizing, and processing member transactions within prescribed timelines
- Ensuring compliance with regulatory requirements, internal policies, and operational procedures
- Supporting Wealth Advisors and Wealth Planners by managing post-meeting administrative activities
- Building collaborative relationships across Sustainable Wealth Management and Member Services teams
- Identifying and recommending process improvements that enhance service delivery and operational efficiency
- Maintaining accurate records and documentation to support business and regulatory requirements
- Delivering exceptional service to members by responding to inquiries and facilitating timely transaction processing
What You’ll Bring to the Team:
- Post-secondary education in Business Administration, Finance, Commerce, or a related discipline
- A minimum of 2 years of experience in an administrative, wealth management, financial services, or securities operations environment
- Experience processing financial transactions while maintaining high levels of accuracy and attention to detail
- Strong knowledge of administrative processes, regulatory compliance, and risk management principles within financial services
- Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Advanced communication and relationship-building skills with both internal stakeholders and members
- Proficiency with Microsoft Office applications and financial services technology platforms
- Canadian Securities Course (CSC) or equivalent
Extra Skills That Set You Apart:
- Experience supporting wealth management, investment, or financial planning teams
- Familiarity with mutual fund, investment account, and securities administration processes
- Knowledge of credit union operations and member-focused financial services environments
You’ll Thrive Here If You Are:
- Detail-Oriented – You consistently maintain accuracy and quality while processing complex transactions and documentation.
- Member-Focused – You are committed to delivering exceptional service and creating positive experiences for members and colleagues.
- Collaborative – You build strong working relationships across teams to achieve shared goals and deliver seamless support.
- Continuous Improvement Minded – You actively seek opportunities to improve processes, efficiency, and service outcomes.
- Accountable – You take ownership of your work, manage priorities effectively, and uphold regulatory and organizational standards.
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 salary range of $49,700 to $65,205 per annum. The 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 [email protected]. 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.
