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.

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