Legacy Investment Advisor

Join Coast Capital as a Legacy Investment Advisor, providing expert advice in estate planning and fund management. This hybrid position emphasizes building relationships and delivering exceptional service.

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