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 on-site 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 needsCreate holistic financial strategies for clientsFacilitate seamless referrals to trusted partnersInitiate onboarding conversations with new membersDevelop member relationships through effective referralsRequirements:3+ years in financial services, 1+ in advisoryLicensed to sell mutual fundsKnowledge of mortgage lending and investment strategiesStrong leadership and communication skillsDetail-oriented with time management abilitiesLead financial success with member-centric strategies and expertise as Senior Financial Service Advisor Team Lead.

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