Elevate financial strategies as a Senior Financial Service Advisor Team Lead at Coast Capital. Drive member engagement and manage complex financial needs in this full-time in office role. As a key leader in the advisory team, the Senior Financial Service Advisor Team Lead excels in proactive member outreach and managing pipelines.

You will assess client objectives, create tailored financial strategies, and facilitate referrals to specialists. This role focuses on nurturing relationships across member households while supporting team operations. Key Responsibilities:

- Assess members' financial objectives and needs
- Create holistic financial strategies for clients
- Facilitate seamless referrals to trusted partners
- Initiate onboarding conversations with new members
- Develop member relationships through effective referrals

Requirements:

- 3+ years in financial services, 1+ in advisory
- Licensed to sell mutual funds
- Knowledge of mortgage lending and investment strategies
- Strong leadership and communication skills
- Detail-oriented with time management abilities

Lead financial success with member-centric strategies and expertise as Senior Financial Service Advisor Team Lead.

📌 Team Lead Senior Financial Advisor Role (Madeira Park)
🏢 Prospera
📍 Madeira Park