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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.   

Wealth Planning Specialist

Aug 27, 2025

Location(s): Help Headquarters 

Job Type: Full Time Regular 

myWork Program: Hybrid

Starting Salary Range: $95,900.00 - $124,700.00 

Background Screening Requirement: 

  • Enhanced Criminal Record Check
  • Credit Check
  • Identity Verification 
  • Employment Verification
  • References

 

Why Join Us?

Are you a Certified Financial Planner (CFP®) passionate about delivering high-impact financial advice? We’re seeking a dedicated financial planning expert to join our team and help empower mass affluent and high-net-worth individuals, families, and business owners with tailored, strategic financial guidance.

This role is exclusively focused on financial planning, not product sales, and offers the opportunity to collaborate with a dynamic team of Financial (MFDA) and Wealth Planners (IIROC), as well as our business and commercial teams. You’ll be a subject matter expert (SME) in complex planning scenarios, helping shape the financial futures of our members.

 

What You’ll Do

As a Financial Planning Specialist, you will:

  • Deliver Comprehensive Financial Planning:
    • Conduct in-depth assessments of cash flow, net worth, tax efficiency, estate structuring, and risk management.
    • Create customized plans addressing business succession, cross-border wealth, retirement, and corporate tax strategies.
    • Provide insurance guidance without product sales.
  • Collaborate Across Teams:
    • Partner with Financial and Wealth Planners to integrate planning into broader wealth strategies.
    • Participate in joint member meetings with Insurance Specialists to offer planning insights.
    • Support planners in enhancing their financial planning skills and software proficiency.
  • Mentor and Develop Talent:
    • Act as a resource and coach for planners, sharing best practices and improving plan quality.
    • Provide training on financial planning software (Conquest Planning).
  • Uphold Fiduciary Standards:
    • Deliver unbiased, conflict-free advice in line with FP Canada regulations.
    • Maintain CFP® certification and adhere to fiduciary principles.
  • Stay Ahead of the Curve:
    • Keep current with tax legislation, estate planning regulations, and evolving strategies.
    • Pursue continuing education and industry certifications.

 

What You Bring

  • CFP® designation (required); TEP designation is an asset.
  • 5+ years of experience in comprehensive financial planning for MFDA and IIROC, ideally with high-net-worth clients.
  • Expertise in corporate tax planning, estate structuring, trusts, and insurance.
  • Strong relationship-building and communication skills.
  • Collaborative mindset and mentoring experience.
  • Proficiency in financial planning software (Conquest Planning, NaviPlan, PlanPlus).
  • Passion for helping others grow and succeed in financial planning.

 

Why This Role Matters

This is more than a job—it’s a chance to make a meaningful impact in the lives of our members and contribute to the growth of our financial planning team. If you’re a strategic thinker, a trusted advisor, and a collaborative mentor, we’d love to hear from you.

 

 

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. 

 

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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