Investment and Legacy Advisor

Coast Capital Savings; Surrey; Hybrid; CAD 60,000; Full time

Job summary

Coast Capital is seeking an Investment and Legacy Advisor to build trusted relationships and provide personalized investment and estate planning solutions. The role involves management of portfolios, compliance monitoring, and delivering educational seminars to clients. Ideal candidates will have significant experience in financial services sales and relevant certifications.

Qualifications

• Minimum 4–6 years of experience in a related role.
• Strong knowledge of financial regulatory compliance.

Responsibilities

• Deliver tailored investment strategies and monitor portfolios.
• Evaluate financial positions and adapt strategies.

Skills

Relationship-building

Financial Planning

Compliance Knowledge

Education

High school diploma plus a Certificate Program (equivalent to one full year or 10 courses)

University degree

Certified Financial Planner (CFP)

Chartered Life Underwriter (CLU)

LLQP certification

Tools

CRM systems

Digital financial tools

Job description

Location(s):Help Headquarters

Job Type:Full TimeRegular

myWork Program:In-person, Hybrid

Starting Salary Range:$60,000.00-$60,000.00

Background Screening Requirement:

• EnhancedCriminal 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 tobuilding better, brighter, more inclusive futuresfor 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 [e-mail] call 778-391-5836. We will work with you to meet your needs.