Coast Capital Savings
Investment and Legacy Advisor - Hybrid Role
Job Description
Elevate financial futures as an Investment and Legacy Advisor with Coast Capital. This hybrid position focuses on building trusted member relationships and delivering personalized investment strategies.
Coast Capital is seeking an experienced Investment and Legacy Advisor to manage segregated fund portfolios and assist members in estate planning. With a strong focus on consultative sales and regulatory compliance, you will create customized, tax-efficient investment solutions that align with clients’ financial goals. This role emphasizes relationship-building while monitoring and adapting strategies as life circumstances evolve.
Key Responsibilities: • Manage and expand segregated fund portfolios • Provide tailored investment strategies to clients • Evaluate member financial goals and risk tolerance • Ensure compliance with regulatory requirements • Deliver seminars on estate planning and investments
Requirements: • 4–6 years in financial services, 7–9 years ...
Coast Capital is seeking an experienced Investment and Legacy Advisor to manage segregated fund portfolios and assist members in estate planning. With a strong focus on consultative sales and regulatory compliance, you will create customized, tax-efficient investment solutions that align with clients’ financial goals. This role emphasizes relationship-building while monitoring and adapting strategies as life circumstances evolve.
Key Responsibilities: • Manage and expand segregated fund portfolios • Provide tailored investment strategies to clients • Evaluate member financial goals and risk tolerance • Ensure compliance with regulatory requirements • Deliver seminars on estate planning and investments
Requirements: • 4–6 years in financial services, 7–9 years ...