Associate Financial Planner

Location: Victoria

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

Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities.

We’re deeply committed to making our financial cooperative a great place to work—Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.

Job Type:  Full Time Regular

myWork Program:  Office

Starting Salary Range:  $55,000.00-$66,000.00

Enhanced Criminal Record Check
Credit Check
Identity Verification
References

What’s the job?

The purpose of the Associate Financial Planner (AFP) is to provide an opportunity for employees to develop their skills, support training, and education to become a Financial Planner. This role is accountable to assist and support the Financial Planners (FP) in managing existing lower tier portfolio, developing new business, and maximizing productivity by providing both Sales and Administrative support. In partnership with the Financial Planner this position will work to expand relationships, and over time source and obtain business, while supporting the fulfillment of the partnering Financial Planners day to day activities.

This role focuses on maximizing business opportunities by delivering a positive and unexpected member experience through strong relationships. The Associate Financial Planner may also work outside regular business hours to network in the community to build business opportunities. This position will partner with the FP to successfully maximize every opportunity to 'help' our members manage, save, grow, protect and improve their financial well‑being thus contributing to the overall profitability of Coast Capital.

This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels.

Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required. This role will provide hands‑on training and opportunity to build your depth in financial planning while working in a professional, dynamic work environment managing lower tier members off the FP book. PFP and CFP are a requirement.

What you’ll get to do

Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc. Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP.

In partnership with FP, effectively execute marketing and business development activities

Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc.

Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP

Service the financial needs of members during times when the FP is not available including executing trades as outlined by FP and/or existing planning documentation

In collaboration with the FP and Branch leadership may work on special projects, as required inlcuding providing support and sponsor local and organizational initiatives, assisting…