Financial Planner
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.
Aug 26, 2026
Location(s):Vancouver, North Vancouver Branch, Queensborough Branch, Richmond Centre Branch
Job Type:Full Time Regular
myWork Program:Office
Starting Salary Range:$60,000.00 - $70,000.00
Background Screening Requirement:- Enhanced Criminal Record Check
- Credit Check
- Identity Verification
- Employment Verification
- References
As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members. You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.
What you’ll get to do:- Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;
- Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects;
- Lead with advice, counselling members on investment strategies and other financial decisions;
- Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;
- Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.;
- Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;
Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.
Key skills required:- 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
- CFP designation required;
- TEP and/or CPA designation are an asset;
- Eligible to be registered with the BC Securities commission to sell mutual funds;
- Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH);
- Familiarity with financial planning software, Morningstar & Salesforce programs;
- Demonstrated sales skills with an ability to self-source business as well as referral business;
- Advanced knowledge of a variety of investment products;
- Solid knowledge with life insurance products and administration.
Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every…
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