City : Vancouver

Category : See posting

Industry : Financial Services

Employer : Coast Capital

Location(s): Vancouver, North Vancouver Branch, Queensborough Branch, Richmond Centre Branch 

Job Type: Full Time Regular 

myWork Program: Office

Starting Salary Range: $60,000.00 - $70,000.00 

Background Screening Requirement: 

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification 
• Employment Verification
• References

What’s the job?

As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members.  You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.  

What you’ll get to do:

• Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;
• Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects;
• Lead with advice, counselling members on investment strategies and other financial decisions;
• Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;
• Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.;
• Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;

Who are we looking for?

Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.

Key skills required:

• 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
• CFP designation required;
• TEP and/or CPA designation are an asset;
• Eligible to be registered with the BC Securities commission to sell mutual funds;
• Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH);
• Familiarity with financial planning software, Morningstar & Salesforce programs;
• Demonstrated sales skills with an ability to self-source business as well as referral business;
• Advanced knowledge of a variety of investment products;
• Solid knowledge with life insurance products and administration.

Equity, Diversity & Inclusion at Coast Capital

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.