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At Coast Capital, we’re not dreaming about a better future, we’re building one.

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.   

Product Manager, Investments

Aug 28, 2024

Location(s): Surrey, Toronto - GTA or Vancouver - GVA

Job Type: Full Time 

myWork Options: In-person, Hybrid

Starting Salary Range: $80.8k to $105k

Background Screening Requirement: 

  • Enhanced Criminal Record Check (every 5 years)
  • Credit Check (every 5 years)
  • Identity Verification 
  • Education Verification
  • Employment Verification
  • References

What's the job?

The Product Manager, Investments is responsible for supporting Coast Capital's investment product lines (Coast Capital Mutual Funds, Sustainable Funds, ETFs, Fee-based Accounts, SMAs) through a broad range of product management and sales enablement-related responsibilities. This is a highly encompassing role responsible for thought leadership and building a working knowledge of all aspects of Coast's investment product shelf to elevate Coast's "Everyday Wealth Creation" value proposition for members. Working within cross-functional teams that are organized around the 'Planning' end-to-end member journey, this role will also contribute to the success of the Wealth Management division by performing various activities, including recommendation and evaluation of investment products/funds, contributing to strategic initiatives and representing Coast Capital when liaising with strategic external partners.

 

What you'll get to do:

  • Drive the planning and execution of key initiatives around the investment product shelf as required to optimize the success of the product line.
  • Act as a key resource for distribution (Retail, Wealth and Business Banking) and as a liaison and first point of contact for Coast's strategic third-party partners.
  • Work closely with the sales and marketing teams to support product positioning, various campaigns and the development of content/materials (presentations, articles and thought leadership).
  • Play an active role in strengthening our operational foundations by helping to set up a newly formed investment committee, driving the evolution and expansion of Coast's MFDA/IIROC service models, and working toward continuously improving our infrastructure and processes.
  • Actively identify new product opportunities and support product development and cross-functional launch efforts for new initiatives in the portfolio, including enhancements to existing focus lists.
  • Understand, manage, and monitor the organization's portfolio of investment products and track/analyze key performance indicators (KPIs) to achieve objectives, key results, and the broader Coast 2025 corporate strategy.
  • Develop and deliver key reporting elements and ensure Coast leadership is kept well-informed on the performance of the business line.
  • Continuously evolve the product shelf by building relationships with Coast advisors and collaborating with the Enterprise Research team to develop a strong feedback channel to understand how the product shelf could better meet observed member needs.
  • Provide oversight and management of investment programs for strategic partners.
  • Execute risk management and compliance monitoring activities as needed.

 

Who are we looking for?

  • Bachelor's Degree in business, commerce or economics, an MBA or other post-graduate Degree, or equivalent industry-related experience preferred
  • CFA/CIM/CFP an asset
  • 5+ years of gaining a comprehensive understanding of the current wealth management and asset management ecosystem and applicable regulations
  • 5+ years gaining strong business acumen with a depth of knowledge of the financial metrics that drive performance
  • Strong abilities in financial and market analysis and insights
  • Strong Project Management skill
  • Strong communicator able to thoughtfully construct a diverse set of content/material
  • Strong collaborator who is comfortable presenting ideas and voicing concerns
  • Drives innovation and positive change; never satisfied with the status quo
  • Organizes efforts around what is best for the member/advisor by acting empathetically and keeping communication lines open.
  • Proactively drives initiatives forward to completion.
  • Takes pride in their work and exhibits an ownership mentality
  • Identify trends and monitor the competitive landscape to determine impacts on the organization's product roadmap and uncover opportunities for innovation, growth and risk mitigation
  • Maintains market intelligence and develops strategies to take advantage of emerging trends and keep the product shelf current
  • Exhibits curiosity and a desire for continuous learning
  • Able to partner and grow relationships across the organization, including the executive team's internal and external stakeholders, across marketing, IT, finance and channels
  • Positively represents Coast when engaging with strategic partners and other third parties
  • Drive or support various projects across the portfolio, working with EPMO and working groups.

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.

 

We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact accessibility@coastcapitalsavings.com or call 778-391-5836. We will work with you to meet your needs.  

 

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.

D&I at Coast

At Coast Capital, we value diversity, equity and inclusion. We’re not all the same and we like it that way. We don’t just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
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