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Financial Planning Advisor
3 months ago
As a member-owned cooperative, we're helping our members with their real goals and real challenges so they can live the real life they want.
Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.
Job Type:
Full Time
Credit Check
As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members.
You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.
Leverage financial planning tools to prepare customized and effective presentations; Lead with advice, counselling members on investment strategies and other financial decisions;Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;
Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.
;Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;
Self-motivated and a keen listener, you enjoy building and developing close client relationships; 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
TEP and/or CPA designation are an asset;
Familiarity with financial planning software, Morningstar & Salesforce programs;
Advanced knowledge of a variety of investment products;
Solid knowledge with life insurance products and administration.
Equity, Diversity & Inclusion at Coast Capital
We are committed to building better, brighter, more inclusive futures for everyone – including our employees. At Coast Capital, we are committed to equity, diversity and inclusion.
We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women.
We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.
It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
Committed to inclusion and engagement.We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving.
We foster a culture where everyone can feel safe to be who they really are and thrive.Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
Retirement options. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.Mortgage and auto financing benefits . Employees save thousands on their mortgages and auto loans with best-in-category benefits.
We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year.
We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.
We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
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