Wealth Advisor, Advice Centre

Location(s) : Help Headquarters

Job Type : Full Time

myWork Options : In-person, Hybrid

Starting Salary Range : $63,300-$75,900

Background Screening Requirement :

• Enhanced Criminal Record Check
• Credit Check
• Employment Verification
• References

What's the job?

The Wealth Advisor establishes and deepens member relationships by providing Goals Based Advice to our members through inbound and outbound calling activities.

This position provides high quality; fast paced, personalized investment service and advice. While portraying a knowledgeable and helpful image, as a member of the Investment Services team, the Wealth Advisor fulfills growth objectives in wealth while supporting other channels through the distribution process, thus contributing to the overall profitability of Coast Capital.

As the Contact Centre operates on a six-day shift, 12 hours per day, flexibility to work shifts of varying hours is part of this role.

We are open to 5 days 7.5 hour / shift schedule, or a compressed schedule of 4 days 10 hour / shift schedule based on your preferences and the needs of the business.

What you'll get to do :

• Be in continual telephone contact with current and prospective customers, developing and creating new business opportunities.
• Accurately and promptly process all administrative transactions which may include : Annual or semi-annual Investment account reviews;

Updating Client information and Know Your Client (KYC) details. Keep and maintain accurate CRM opportunities and interactions.

• Work as part of the team to fulfill seamless banking, investment and insurance services to customers.
• Provide coaching, training and mentorship to peers, encouraging and providing cross-sharing of knowledge, on-the-job applications and experience among team members and between teams.
• Fulfillment of high quality investment advice and services through a prudent implementation of simple investment solutions aligned to risk profile, investment objectives, time horizon, and investment knowledge (KYC) while increasing profitability for the organization within the division strategy.
• Develops and provides simple financial help strategies for customers including, but not limited to : retirement, education, asset allocation and risk management.

Recognize opportunity to simplify the portfolio and reduce risk through the use of Coast Capital Mutual Funds where appropriate.

• Manages and deepens customer relationships through the HELP platform to ensure a consistent image in service delivery both externally to attract new customers and internally to retain and build on previously established relationships with Coast Capital.
• Increases share of wallet of our customer base through effective distribution of customers to other internal experts where required and outside of the scope of own responsibilities.

Measured through qualified referrals and products per customer.

• Using the Financial Service Needs Analysis (FSNA), identifies sound insurance solutions "to protect what is important to our customers" through referrals to Coast Capital Financial Management.
• Responsible for seeking solutions to improve profitability and reduce risk within the AUA where appropriate.

Who are we looking for?

• Completion of the Investment Funds Course (IFIC) through the Canadian Securities Institute (CSI) and be eligible to be registered with the BC Securities Commission to sell mutual funds.
• Aptitude for telephone sales and the ability to deal effectively with customers in a demanding environment.
• Able to work in a fast-paced environment using state-of-the-art technology in both the telephone equipment and software applications.
• Advanced knowledge of a variety of investment products
• Proficient with mutual fund products and administration
• Proficiency in sales process and producing results
• Solid knowledge with life insurance products and administration

Equity, Diversity & Inclusion at Coast Capital

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 qualification in this job posting, we still encourage you to apply.

You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women.

We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact accessibilitycoastcapitalsavings.

com or call 778-391-5836. We will work with you to meet your needs.

Why join Coast Capital Savings?

• Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
• Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving.

We foster a culture where everyone can feel safe to be who they really are and thrive.

• A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
• Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
• Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
• Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.
• Mortgage and auto financing benefits . Employees save thousands on their mortgages and auto loans with best-in-category benefits.
• Real Recognition . We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year.

We're human, which means we like to have fun with events, celebrations, and recognition throughout the year.

• An award winning culture . We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.
• We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.
• Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way.

We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community.

We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.