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Financial Advisor-Investment Centre

Dec 3, 2019

Company: Coast Capital Savings Wealth Management 

Location: British Columbia (CA-BC), Surrey   

Job Type: Full-Time 


Together, we help empower you to achieve what’s important in your life.


What’s the job?

The Financial Advisor establishes and deepens client relationships for a diverse clientele by providing simple financial help through telephone activities involving inbound and outbound calling to maximize business opportunities. This position provides high quality; fast paced, personalized investment service and advice. While portraying a knowledgeable and helpful phone image, as a member of the Investment Services team, the Financial Advisor fulfills sales and growth needs in investments while supporting other channels through the distribution process, thus contributing to the overall profitability of Coast Capital. As the Contact Centre operates on a six-day shift, 12 hours per day, flexibility to work shifts of varying hours is part of this role.



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.
  • Provide coaching, training and mentorship to peers, encouraging and providing cross-sharing of knowledge, on-the-job applications and experience among team members and between teams.
  • Fulfillment of high quality investment advice and services through a prudent implementation of simple investment solutions aligned to risk tolerance, 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 LFMFM 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 personal and general insurance teams.
  • Relationship management will consist of multiple contacts to individual customer’s to create value and consistently maintain and grow the account.
  • Responsible for seeking solutions to improve profitability and reduce risk within the AUA where appropriate.



Who are we looking for?


Key skills required

  • Completion of the Investment Funds Course (IFIC) 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.
  • Able to work in a fast-paced environment using state-of-the-art technology in both the telephone equipment and software applications.
  •  PFP(or CFP)  certification or be willing attain within 18 months of hire.
  • 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

Why join Coast Capital Savings?


We don’t mean to toot our own horn, but…


  • We improve Canadians’ financial well-being through providing simple financial help.
  • Employees do what’s best for our members. Every day.
  • We believe in being a great corporate citizen so we invest in our local communities by donating our time, money and expertise.
  • Our employees take advantage of the many opportunities to grow their careers.
  • Employees love having a cool place to work with modern LEED certified offices and being recognized with a virtual (and, at times, an actual) high-five.
  • Our inspiring leaders help our employees develop their talents and encourage them to be their fabulous selves.
  • We have a unique culture where we take our business seriously, but ourselves, not so much.
  • We are a Certified B Corp®. Our certification reflects our strong commitment to social and environmental performance, accountability, and transparency.
  • In 2019, we earned double kudos by being named one of BC’s Top Employers and one of Canada’s Best Managed Companies – two of the nation’s most coveted business awards, may we add.


Does this position inspire you?  If so, apply today at Coast Capital Savings. 

Apply now »