More jobs:
Job Description & How to Apply Below
In this role, you’ll be pivotal in advising members on investment strategies tailored to their financial goals. With a focus on consolidating assets and managing segregated funds, you’ll also conduct educational sessions, ensuring clients are informed about their options and strategies. Compliance with regulations is a cornerstone of this role.
Key Responsibilities:
• Build deep, trust-based member relationships
• Create tax-efficient investment strategies for portfolios
• Regularly assess and adapt financial plans
• Ensure compliance with investment regulations
• Conduct seminars to educate clients on funds
Requirements:
• Minimum 7 years in financial services, with at least 5 in estate planning
• Life License Qualification Program (LLQP) certification mandatory
• Strong knowledge of investment and estate planning principles
• Experience in portfolio management
• Exceptional communication and relationship-building skills
Drive impactful financial solutions and confidence for Coast Capital members in Vancouver.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×