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Added 17 hours ago
Member Advice Specialist - Langley Branch
Coast Capital Savings
Langley (District), BC · Langley, Brit
Added 4 days ago
Member Services Representative
Coast Capital Savings
Delta, BC
Added 5 days ago
Small Business Manager
Coast Capital Savings
Surrey, Brit
Added 5 days ago
Member Advice Specialist - Walnut Grove Branch
Coast Capital Savings
Langley (District), BC · Langley, Brit
Added 6 days ago
Assistant Manager, Member Services - Cloverdale Branch
Coast Capital Savings
Surrey, Brit
Added 10 days ago
Small Business Manager
Coast Capital Savings
Surrey, Brit
Added 11 days ago
Member Advice Specialist - Fleetwood Branch
Coast Capital Savings
Surrey, Brit
Added 17 days ago
Member Advice Specialist - Sidney Branch
Coast Capital Savings
Sidney, BC
Certificate in Investment Funds in Canada or equivalent is a MUST HAVE requirement at the time of application
Added 18 days ago
Member Services Representative - Beverly Corners Branch (Duncan)
Coast Capital Savings
Duncan, BC
Added 19 days ago
Member Services Representative - Bay Centre Branch
Coast Capital Savings
Victoria, BC
Added 20 days ago
Member Advice Specialist (Fixed-term 16 months) - Cottonwood Branch
Coast Capital Savings
Chilliwack, BC
Added 20 days ago
Relationship Manager - Surrey Branches
Coast Capital Savings
Surrey, Brit
Must hold a CFSA designation or be willing to obtain it within 18 months of their start date
Added 24 days ago
CC
Member Services Representative (Full-time) - Kelowna
Coast Capital Savings
Kelowna, BC
- Full-time
Added 25 days ago
Member Advice Specialist - Cambie Branch
Coast Capital Savings
Richmond, BC
Added 25 days ago
CC
Member Services Representative (Part-time) - Metrotown Branch
Coast Capital Savings
Burnaby, BC
- Part-time
Added 25 days ago
Regulatory Advisory Manager
Coast Capital Savings
Toronto, ON · Surrey, Brit
Added 25 days ago
Member Services Representative - Coquitlam Branch
Coast Capital Savings
Port Coquitlam, BC · Coquitlam, Brit
Added 25 days ago
Assistant Manager, Member Services - West Broadway Branch
Coast Capital Savings
Vancouver, BC
Added 28 days ago
Member Advice Specialist - Sunshine Hills Branch
Coast Capital Savings
Surrey, Brit
Certificate in Investment Funds in Canada is a must have requirement at the time of application · Experience helping members in either a bank or credit union, preferably where you mastered lending and investments is a must have
Added 1 month ago
Member Services Representative - Sunshine Hills Branch
Coast Capital Savings
Surrey, Brit
Added 1 month ago
Assistant Manager, Member Services - Kelowna Branch
Coast Capital Savings
Kelowna, BC
Added 1 month ago
Member Services Representative - Broadmead Branch
Coast Capital Savings
Victoria, BC
Added 1 month ago
Senior Risk & Controls Testing Specialist (Compliance Testing)
Coast Capital Savings
Toronto, ON · Surrey, Brit
Added 1 month ago
Member Services Representative - Clearbrook Branch
Coast Capital Savings
Abbotsford, BC
Added 1 month ago
Member Advice Specialist - Kelowna Branch
Coast Capital Savings
Kelowna, BC

Coast Capital Savings

Financial Planner

North Vancouver, BC, V9A 6X5, Canada
New Westminster, BC, V3M 5X2, Canada
Vancouver, BC, V5M 2C9, Canada
Richmond, BC, V6Y 2B5, Canada

Starting Salary Range: $60,000.00 - $70,000.00 · Full-time

Apply on careers.coastcapitalsavings.com About employer

Applications open in a new tab.

Job details

Pay: Starting Salary Range: $60,000.00 - $70,000.00
Job type: Full-time
Experience: 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;
Posting language: English
Posted: Aug 26, 2026

Original job description

Location(s): Vancouver, North Vancouver Branch, Queensborough Branch, Richmond Centre Branch

Job Type: Full Time Regular

myWork Program: Office

Starting Salary Range: $60,000.00 - $70,000.00

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.

Equity, Diversity & Inclusion at Coast Capital

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

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.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.

Apply on careers.coastcapitalsavings.com About employer

More about this job

Responsibilities

You will manage a portfolio of members by conducting discovery meetings to identify financial needs and providing customized investment solutions. Additionally, you will lead with advice on financial strategies and proactively acquire new business while maintaining long-term client relationships.

Requirements

Candidates must have 3-5 years of relevant experience, a post-secondary degree or diploma, and a CFP designation. Proficiency in financial planning software and eligibility for BC Securities Commission registration are also required.

Skills

Financial planning
Investment strategies
Portfolio management
Relationship management
Sales
Wealth management
Retirement analysis
Estate planning
Succession planning
Tax strategies
Life insurance
Mutual funds
Financial planning software
Morningstar
Salesforce
Communication

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
CFP
TEP
CPA
Mutual Funds
Canadian Securities Course
Wealth Management Essentials
Conduct & Practices Handbook
Morningstar
Salesforce
Investment Products
Life Insurance
Retirement Analysis
Estate Planning
Succession Planning
Tax Strategies
Portfolio Performance
Client Relationships
Financial Planning
Business Development

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