Financial Planner

3 weeks ago

Victoria, Canada Coast Capital Full time

Location:  Admin - Douglas St 

Job Type:  Full Time 

myWork Options:  In-person, Hybrid

Background Screening Requirement:  

Enhanced Criminal Record Check Credit Check Identity Verification  Employment Verification References

What’s the job?

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.

What you’ll get to do:

Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives; Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects; 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;

Who are we looking for?

Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.

Key skills required:

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; CFP designation required; TEP and/or CPA designation are an asset; Eligible to be registered with the BC Securities commission to sell mutual funds; Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH); Familiarity with financial planning software, Morningstar & Salesforce programs; Demonstrated sales skills with an ability to self-source business as well as referral business; Advanced knowledge of a variety of investment products; Solid knowledge with life insurance products and administration.

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. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. 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.  Double your impact. 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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