Transform client financial journeys as a Hybrid Investment Advisor with Coast Capital. This role emphasizes building relationships and offering tailored estate planning solutions.
Coast Capital invites applications for a dedicated Investment and Legacy Advisor to focus on innovative portfolio management and relationship-based financial planning. You will assess clients' financial objectives and risk tolerance, delivering customized, regulatory-compliant investment strategies that foster long-term financial success. Your commitment to excellence will enhance the member experience across the cooperative.
Key Responsibilities:
• Maintain and oversee segregated fund portfolios
• Develop tax-efficient financial strategies for clients
• Continuously evaluate members' changing needs
• Conduct informative seminars on estate planning
• Refer members to internal specialists when necessary
Requirements:
• 4–6 years in a related financial role
• LLQP certification and...