Wealth Advisor, Advice Centre

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. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. 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. Wealth Advisor, Advice Centre - Oct 31, 2024**Location(s)**: Help Headquarters**Job Type**: Full Time**myWork Options**: In-person, Hybrid**Starting Salary Range**: $63,300-$75,900**Background Screening Requirement**: - Enhanced Criminal Record Check - Credit Check - Employment Verification - References **What’s the job?**What you’ll get to do**: - Be in continual telephone contact with current and prospective customers, developing and creating new business opportunities. - Accurately and promptly process all administrative transactions which may include: Annual or semi-annual Investment account reviews; Updating Client information and Know Your Client (KYC) details. Keep and maintain accurate CRM opportunities and interactions. - Work as part of the team to fulfill seamless banking, investment and insurance services to customers. - Fulfillment of high quality investment advice and services through a prudent implementation of simple investment solutions aligned to risk profile, investment objectives, time horizon, and investment knowledge (KYC) while increasing profitability for the organization within the division strategy. - Develops and provides simple financial help strategies for customers including, but not limited to: retirement, education, asset allocation and risk management. Recognize opportunity to simplify the portfolio and reduce risk through the use of Coast Capital Mutual Funds where appropriate. - Manages and deepens customer relationships through the HELP platform to ensure a consistent image in service delivery both externally to attract new customers and internally to retain and build on previously established relationships with Coast Capital. - Increases share of wallet of our customer base through effective distribution of customers to other internal experts where required and outside of the scope of own responsibilities. Measured through qualified referrals and products per customer. - Using the Financial Service Needs Analysis (FSNA), identifies sound insurance solutions "to protect what is important to our customers" through referrals to Coast Capital Financial Management. - Responsible for seeking solutions to improve profitability and reduce risk within the AUA where appropriate. **Who are we looking for?** - Completion of the Investment Funds Course (IFIC) through the Canadian Securities Institute (CSI) and be eligible to be registered with the BC Securities Commission to sell mutual funds. - Aptitude for telephone sales and the ability to deal effectively with customers in a demanding environment. - Advanced knowledge of a variety of investment products - Proficient with mutual fund products and administration - Proficiency in sales process and producing results - Solid knowledge with life insurance products and administration **Equity, Diversity & Inclusion at Coast Capital**- Why join Coast Capital Savings? - **Purpose is our North Star.** We look at everything through our purpose. 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. - **A career that grows with you.** We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. - **Work where you’re most effective.** In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. - **Benefits that flex to the needs of you and your family.** We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. - **Retirement options.** We also take care of our employees once they retire. 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. - **Real Recognition**. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year.