Financial Planner - IIROC

White Spot; Victoria; On-site; CAD 60,000 - 70,000; Full time

Job summary

White Spot is hiring a Financial Planner in Victoria, providing an opportunity to manage a portfolio of members and build lasting relationships. The ideal candidate will conduct discovery meetings, identify clients' financial needs, and advise on investment strategies while ensuring their financial goals are met. With a focus on inclusion and employee engagement, the organization offers comprehensive benefits and opportunities for career growth within a purpose-driven environment.

Benefits

Flexible work arrangements with myWork program

Comprehensive benefits and retirement options

Employee discounts on mortgages and auto loans

Recognition programs and positive company culture

Community investment and volunteer opportunities

Qualifications

• 3-5 years relevant experience.
• Eligible for registration with BC Securities Commission on IIROC platform.
• Desirable but not essential: CIM, TEP, CPA, Canadian Securities Course, WME, CPH.

Responsibilities

• Identify member financial needs and solutions considering their wealth, goals, and objectives.
• Use financial planning tools to prepare customized presentations and acquire new business.
• Advise members on investment strategies and financial decisions.
• Review portfolio performance and educate members about their investments.
• Serve as a resource on financial planning, investments, insurance, taxes, retirement, estate, and succession planning.
• Identify opportunities for personal banking, small business, and insurance, referring as needed.

Skills

Self-motivated

Attentive listener

Client relationship building

Effective communicator

Proven sales skills

Advanced investment product knowledge

Education

Post-secondary education or equivalent

CFP designation or similar industry planning designation

Tools

Financial planning software

Morningstar

Salesforce

Job description

Location(s): Victoria, Admin - Douglas St

Job Type: Full Time Regular

myWork Program: Office

Starting Salary Range: $60,000.00 - $70,000.00 plus commission

Background Screening Requirement:

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

What's the job?

As a Financial Planner, you will manage a portfolio of existing members and their families, building long-lasting relationships. You will conduct discovery meetings to determine member needs and translate complex investment options into effective solutions to help meet their financial goals.

What you'll get to do:

• Identify member financial needs and solutions considering their wealth, goals, and objectives;
• Use financial planning tools to prepare customized presentations and acquire new business;
• Advise members on investment strategies and financial decisions;
• Review portfolio performance and educate members about their investments;
• Serve as a resource on financial planning, investments, insurance, taxes, retirement, estate, and succession planning;
• Identify opportunities for personal banking, small business, and insurance, referring as needed.

Who are we looking for?

Self-motivated, attentive listener, skilled in building client relationships, and effective communicator.

Key skills required:

• 3-5 years relevant experience and post-secondary education or equivalent;
• CFP designation or similar industry planning designation;
• Eligible for registration with BC Securities Commission on IIROC platform;
• Desirable but not essential: CIM, TEP, CPA, Canadian Securities Course, WME, CPH;
• Experience with financial planning software, Morningstar, Salesforce;
• Proven sales skills and ability to source business;
• Advanced investment product knowledge and life insurance expertise.

Equity, Diversity & Inclusion at Coast Capital

We encourage applicants from diverse backgrounds and are committed to an inclusive environment. We support accommodations for candidates with disabilities.

Why join Coast Capital Savings?

• Purpose-driven organization.
• Focus on inclusion and employee engagement.
• Opportunities for career growth and internal promotion.
• Flexible work arrangements with myWork program.
• Comprehensive benefits and retirement options.
• Employee discounts on mortgages and auto loans.
• Recognition programs and a positive company culture.
• Community investment and volunteer opportunities.

Note: This job posting appears active and does not indicate it is expired.