Career Financial Advisor

6 days ago


Surrey, British Columbia, Canada financial-advisor Full time

We are seeking a highly skilled Financial Planner to join our team at Coast Capital. As a member-owned cooperative, we are dedicated to helping our members achieve their financial goals and build a better future for themselves and their families.

About Us

At Coast Capital, we believe that everyone has the potential to achieve great things. We are committed to building a culture of inclusion, equity, and diversity, where every employee feels valued and supported in their career journey. Our team is made up of talented individuals who share our vision of creating a better future for our members and communities.

Job Summary

The successful candidate will be responsible for providing expert financial advice to our members, helping them to achieve their financial goals and make informed decisions about their money. This is a full-time position, with a starting salary range of $xx,xxx-$xx,xxx per year.

Key Responsibilities
  • Provide exceptional customer service to our members, responding to their queries and concerns in a timely and professional manner.
  • Develop and implement personalized financial plans for our members, taking into account their unique needs and circumstances.
  • Stay up-to-date with industry developments and best practices, ensuring that our members receive the most accurate and relevant information possible.
Benefits

We offer a comprehensive benefits package, including:

  • A competitive salary and bonus structure.
  • A generous pension plan, allowing you to retire comfortably and securely.
  • Access to exclusive discounts and perks, saving you thousands on your mortgage and auto loans.
  • A vibrant work environment, complete with recognition programs and opportunities for growth and development.
Why Join Us?

At Coast Capital, we value diversity, equity, and inclusion. We believe that every employee has the potential to contribute to our success, and we strive to create a workplace where everyone feels valued, respected, and empowered to succeed. If you are passionate about making a difference in the lives of others, and if you share our commitment to inclusivity and social responsibility, we encourage you to apply for this exciting opportunity.



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