Elevate your career with Coast Capital as a Financial Planning Expert. Engage with clients in Vancouver and help them navigate their financial journeys by providing tailored advice and solutions.

In this full time role, you will manage a portfolio of member relationships, leveraging your 3-5 years of experience and CFP designation. You'll conduct effective discovery meetings to uncover client needs and offer insights into investment strategies that align with their goals. Your counseling will create a lasting impact on members' financial futures.

Key Responsibilities:
• Proactively assess and address member financial needs
• Use financial planning tools for presentations
• Advise on investment strategies and financial decisions




• Monitor and discuss portfolio performance with clients
• Assist with tax planning, insurance, and retirement analysis

Requirements:
• 3-5 years of relevant experience required
• CFP designation mandatory
• Knowledge of investment and life insurance products
• Familiarity with planning software, Morningstar preferred
• Must be eligible to register with the BC Securities Commission

Utilize your planning expertise to enhance the financial well-being of Coast Capital members.
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📌 Financial Planning Expert at Coast Capital (British Columbia)
🏢 Coast Capital
📍 British Columbia