Financial Planner

At Coast Capital, we’re not dreaming about a better future, we’re building one.

As a member‑owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.

Location(s):
Victoria

Job Type: Full Time Regular

myWork Program:
Office

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

• Enhanced Criminal Record Check
• Credit Check
• Identity 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.

• 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 or similar industry Planning designation.
• Eligible to be registered with the BC Securities commission on the IIROC platform
• CIM, TEP and/or CPA designation are desirable but not essential.
• Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH) beneficial but not essential.
• 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.…