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 needsUse financial planning tools for presentationsAdvise on investment strategies and financial decisionsMonitor and discuss portfolio performance with clientsAssist with tax planning, insurance, and retirement analysisRequirements:3-5 years of relevant experience requiredCFP designation mandatoryKnowledge of investment and life insurance productsFamiliarity with planning software, Morningstar preferredMust be eligible to register with the BC Securities CommissionUtilize your planning expertise to enhance the financial well-being of Coast Capital members.

📌 Financial Planning Expert At Coast Capital (Vancouver)
🏢 Coast Capital
📍 Vancouver