Investment and Legacy Advisor

Position: Investment and Legacy Advisor - Hybrid Role
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 in sales

• Mandatory LLQP certification

• Proven experience with segregated fund management

• Strong understanding of estate planning principles

• Exceptional communication skills

Become a trusted partner to members, guiding them through sound investment and legacy planning.
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