Financial Planner
Coast Capital Savings
Courtenay, BC, CA
1d ago

What you’ll get to do :

  • Proactively identify member financial needs and implement relevant financial solutions.
  • Successfully maximize every opportunity to help our customers with their financial well-being
  • Partner with Mobile Insurance & Estate Specialists to ensure customer insurance needs are met
  • Executes superior relationship management practices, including annual reviews, to ensure ongoing retention of customer relationships
  • Identify opportunities to deepen the member relationship by identifying small business and insurance opportunities
  • Use your financial expertise to match your customer’s needs, priorities and preferences with our financial solutions.
  • Who are we looking for?

    We need people who love helping people and have 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.

  • 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.
  • Have a Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation.
  • Excellent long term relationship building skills with a wide variety of people and have a strong value proposition about what sets you apart from other financial planners.
  • A history of owning and growing your book of business
  • Apply
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