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Financial Planner

Feb 03, 2019

Company: Coast Capital Savings Wealth Management 

Location: British Columbia (CA-BC), [[custlocation]] 

Job Type: Full-Time 


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


What’s the job?

Work with great people, who like you, have a passion for solving customer’s financial puzzles and providing simple financial help. We're an accomplished team who love nothing better than building long lasting relationships with our customers. And right now, we need like-minded advisors to help our customers select the right financial solution or investment.

Oh, and you'll also get a kick out of working in a team while demonstrating your leadership and initiative to help out.


What you’ll get to do:

  • Get to know your customers on a deeper level.  Not through mind reading, but by asking the right questions so you can deliver a positive and unexpected customer experience.
  • Use your financial expertise to match your customer’s needs, priorities and preferences with our relevant financial solutions.
  • Develop excellent working relationships with our Mobile Insurance Pros to ensure your customer’s insurance needs are met.
  • Delve deeper into the information learned from your customer’s “Where You’re at Money Chat” to maximize every opportunity to help them manage, save, grow and protect their financial well-being.
  • Help Coast Capital change the way Canadians feel about banking, forever.


Who are we looking for?

We need people who love helping people and have their demonstrated success.  People who are self-starters and take pride in growing their book of business by promoting the right mix of products and services based their customer’s needs.  And people who like being rewarded in a way that reflects their hard work and customer relationships. 


  • You have a passion for solving a customer’s financial puzzles and possess a minimum 5 years’ experience and demonstrated success in helping customers put together the right pieces with outstanding investment advice and planning services, including mutual fund sales.
  • You are excited to share with the world what you learned completing your Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation. And you aren’t done learning; you have a desire to know more.
  • You proudly hang your registration to sell mutual funds in your office.
  • You really like building long-term relationships with a wide variety of people and have a strong value proposition about what sets you apart from other financial planners.
  • You are active in the community sharing your knowledge and you enjoy educating people about the value of planning for their financial future.
  • You are a big fan of team work; you enjoy mentoring your branch partners and demonstrating your team spirit every day.
  • You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.
  • You are a sales pro, having regularly achieved your sales targets with one hand tied behind your back.


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, which includes wearing their jeans on Fridays & Saturdays 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.
  • In 2017, 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 ads, may we add.


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

Apply now »