Investment and Legacy Advisor

Location(s): Victoria, Admin - Douglas St, Vancouver
Job Type: Full Time Regular
myWork Program: Hybrid
Starting Salary Range: $60,000.00 - $60,000.00
Background Screening Requirement:

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

What's the Job?
The Investment and Legacy Advisor plays a pivotal role in building deep, trusted relationships with our members by providing personalized investment and estate planning solutions. This role is primarily focused on the management and expansion of our segregated fund's portfolio, while also helping members consolidate their assets under the reliable and trusted umbrella of Coast Capital. You'll be responsible for delivering tailored, tax-efficient investment strategies, monitoring and rebalancing portfolios, and ensuring full regulatory compliance. This role also involves evaluating clients' financial goals and risk tolerance, and proactively adapting financial strategies as life circumstances change. This position is more than just portfolio management, it's about helping our members feel confident about their financial futures and supporting them with a clear, strategic approach to investment and legacy planning.

What You'll Get to Do:

• Demonstrate a commitment to excellence by supporting and participating in corporate initiatives.
• Provide exceptional member service and build long-lasting, trust-based relationships.
• Develop customized segregated fund portfolios, implementing tax-efficient investment strategies aligned with member goals.
• Regularly monitor and rebalance portfolios based on market conditions and client objectives.
• Evaluate financial positions and risk tolerance to ensure appropriate product fit and investment performance.
• Maintain strict compliance with all regulatory requirements related to segregated funds and insurance-based investments.
• Deliver educational seminars to clients on the value of segregated funds and estate planning.
• Collaborate closely with internal teams to provide a seamless member experience.
• Refer members to other internal specialists as needed when their needs extend beyond your scope.
• Contribute to a strong team culture by sharing knowledge, working collaboratively, and fostering a positive and professional environment.
• Proactively participate in professional development, maintaining all required licenses and CE credits.
• Uphold corporate policies regarding conduct, confidentiality, and compliance.
• Support the organization's Vision, Mission, and Core Values through your work and leadership.

Who Are We Looking For?

• Minimum 4-6 years of experience in a related role, with 7-9 years of direct financial services sales experience, including at least 5 years in insurance and estate planning.
• High school diploma plus completion of a Certificate Program (equivalent to one full year or 10 courses); a university degree is considered an asset.
• Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations are highly advantageous.
• LLQP (Life License Qualification Program) certification is mandatory.
• Demonstrated success in managing segregated fund portfolios and developing tax-efficient investment strategies.
• Strong knowledge of financial regulatory compliance requirements specific to segregated funds.
• Solid understanding of estate planning principles as they relate to investment and insurance products.
• Proven ability to deliver engaging financial presentations and lead educational client sessions.
• Skilled in using CRM systems and other digital financial tools.
• Proficiency in the full consultative sales process with a strong focus on results.
• Exceptional relationship-building and communication skills.

Join Coast Capital and help make a meaningful difference in the financial futures of our members, one conversation, one strategy, and one trusted relationship at a time.

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.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.


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.