Vancouver Financial Planner – Wealth Management (New Westminster)

Vancouver Financial Planner – Wealth Management (New Westminster)

30 Aug
|
Coast Capital Savings
|
New Westminster

30 Aug

Coast Capital Savings

New Westminster

Coast Capital Savings in Vancouver is seeking a Financial Planner to manage a portfolio of members and their families, building lasting relationships through discovery meetings that translate complex investments into transparent solutions for their financial goals.

You will leverage planning tools, prepare presentations, and advise on investments, insurance, tax strategies, and retirement planning, while identifying cross-sell opportunities across business lines.

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📌 Vancouver Financial Planner – Wealth Management (New Westminster)
🏢 Coast Capital Savings
📍 New Westminster

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