Coast Capital Savings Financial Advisor

Elevate your career as a Financial Advisor with Coast Capital, focused on personalized investment and legacy planning strategies. This hybrid role is essential for enhancing member experiences.
As the Investment and Legacy Advisor, you will cultivate strong relationships, guiding members through tailored financial strategies and ensuring their investment portfolios align with their risk tolerance and goals. Your expertise in segregated funds and compliance will directly contribute to members’ financial confidence and awareness.
Key Responsibilities:
• Manage and expand segregated fund portfolios wisely
• Regularly monitor financial performance and market conditions
• Evaluate client needs and adjust strategies proactively
• Deliver informative seminars on estate planning
• Foster collaboration with other internal specialists
Requirements:
• 4–6 years of experience in financial services and estate planning
• Certified Financial Planner (CFP) designation is ...