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. #J-18808-Ljbffr

📌 Financial Planning Expert at Coast Capital (Winnipeg)
🏢 Coast Capital
📍 Winnipeg