Transform financial futures with Coast Capital as a Financial Planner in Vancouver. Build meaningful relationships and guide clients through effective wealth management solutions tailored to unique needs. This full time position seeks a dedicated individual with 3-5 years of relevant experience and a CFP designation. You'll be responsible for conducting discovery meetings, reviewing portfolio performances, and educating clients on investment strategies.

Your role is central to helping members achieve their financial objectives through personalized financial planning. Key Responsibilities:

- Identify member financial needs and custom solutions
- Prepare tailored presentations using planning tools
- Counsel members on investment strategies and decisions




- Review portfolio performance and provide education
- Support with insurance, tax strategies, and estate planning

Requirements:

- 3-5 years’ experience in financial planning
- CFP certification is required
- Knowledge of investment products and life insurance
- Familiarity with Salesforce and financial planning software
- Eligible to register with BC Securities Commission

Leverage your expertise in financial planning to strengthen relationships and drive member success at Coast Capital.

📌 Vancouver Financial Planner at Coast Capital
🏢 Coast Capital
📍 Vancouver