Share this Job
Apply now »

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.  

Wealth Consultant

Title: Wealth Consultant 

Company: Coast Capital Savings Wealth Management

Location: British Columbia (CA-BC), [[filter1]]  

Job Type: Full Time 

Pay Grade: 100 

Posting End Date: [[end]] 

 

Coast Capital Savings is Canada’s second largest credit union by assets and the largest based on their memberships of almost 600,000. As a credit union, they are owned by their members, and their members and their well-being are what comes first. Their membership has grown significantly over the last ten years, because they offer a better banking experience, along with innovative and competitive products.

 

They serve members across British Columbia, through their online and mobile platforms, Advice entre and 51 branches located in Metro Vancouver, in the Fraser Valley, on Vancouver Island, and in the Okanagan. They also do business in other provinces across the country through their commercial lending syndication and leasing business activities.

 

Their purpose is that together, they help empower members to achieve what is important in their life. They are on a mission to improve the financial well-being of Canadians, and banking with them gives members more power in more ways. With a team of over 1,750 employees, they help members build better money habits and realize their financial well-being through simple financial help.

 

 

SCOPE AND RESPONSIBILITIES

 

The Wealth Consultant is directly responsible for delivering a positive and unexpected member experience and achieving business growth objectives through the provision of comprehensive investment and insurance solutions.

 

SPECIFIC RESPONSIBILITIES

 

This is a critical role in Coast Capital Saving’s continued success and growth. The role is accountable for the following:

 

  • Proactively identifies member's personal and business financial needs and solutions by considering the member's wealth, business, life goals and other objectives;
  • Serve as a resource for members and staff on financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc;
  • Guides the development and implementation of relevant financial solutions including the preparation of integrated personal financial and business financial plans, based on member’s needs, priorities and/or preferences;
  • Enhances the experience of members by being accessible and supporting multiple branches in an assigned area and being available to meet when & where is most convenient for the member;
  • Partners with Business Banking and Members to gain commitment and to ensure they improve their financial well-being while achieving identified goals;
  • Effectively partners with Business Banking, and Mobile Insurance Specialist partners to ensure members needs are met;
  • Ensure ongoing retention of member relationships through superior relationship management practices;
  • Effectively refers small business and personal banking opportunities for our members and aligns to sales objectives across Coast’s business lines;
  • Actively participates in Small Business & Business Banking campaigns, initiatives and activities where appropriate; and,
  • Maintains satisfactory compliance and file administration practices, adheres to policies, procedures and regulatory requirements, and upholds the internal and industry accreditation requirements of the role.

 

DESIRED CANDIDATE ABILITIES, BACKGROUND AND EXPERIENCE

Given the role this individual will play in Coast Capital’s continued growth and success, it is essential that the successful candidate possess the following education, experience, and personal characteristics:

 

  • Post-secondary education, preferably in a related discipline. Alternatively, varying combinations of education and experience will be considered;
  • CFP designation, successful completion of the Canadian Securities Course, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials (WME), Trust and Estate Practitioner (TEP), and/or Chartered Professional Accountant (CPA) designation are an asset; and,
  • Eligible to be registered with IIROC.
  • Minimum 7 – 9 years of related experience;
  • Minimum of 7 – 10 years of direct sales experience in the financial industry of which several years have been focused on providing investment advice and financial planning services, inclusive of mutual funds, ETFs and/or insurance sales to business owners;
  • Proficient knowledge in large sales and customer management technology systems;
  • Solid competency with MS suite of products, specifically Word and Excel;
  • Demonstrated success using business planning techniques and providing general tax information to members;
  • Demonstrated success advising on a broad range of investment and life insurance products;
  • Demonstrated success identifying opportunities and making quality referrals for personal & business credit products and services;
  • Professional proficient in sales processes and regulatory or administration requirements; and,
  • Articulate and credible expert with a demonstrated record of producing results.
  • Ability to mentor a team of Business advisors and maintaining a collaborative environment;
  • Ability to effectively build productive member relationships that grow the business portfolio;

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. We believe, the more inclusive we are, the better our work will be.

Why join Coast Capital?

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.

Equity, Diversity & Inclusion at Coast Capital

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.

COVID-19 at Coast Capital

Coast Capital Savings is committed to the health and safety of our employees, member, and communities. With this commitment in mind, Coast Capital complies with all public health mandates (provincially and/or federally, as applicable) and has implemented various safety measures, including requiring all employees to be fully vaccinated against COVID-19, and making COVID vaccination a pre-condition to employment with Coast Capital. All successful applicants must provide acceptable evidence of full vaccination against COVID-19, before any contract of employment becomes final and binding, and before your start date can be set.

Exceptions may apply where vaccination is not possible for medical or religious reasons that are protected under Canadian human rights laws. Should successful applicants require a medical or religious accommodation related to vaccination please discuss whether an exception may apply with your Talent Acquisition Advisor.

Apply now »