Financial Advisor Estate Planning Coast Capital

Drive meaningful change as a Financial Advisor specializing in Estate Planning at Coast Capital. This hybrid role focuses on investment strategies that build trust and resilience among our members.
We are looking for a candidate with a minimum of 4–6 years in financial services, particularly insurance and estate planning. Your responsibilities will revolve around the management of segregated fund portfolios while developing personalized, tax-efficient investment strategies. This role also encompasses client education and collaboration to ensure a comprehensive financial service experience.
Key Responsibilities:
• Build tailored investment portfolios according to client objectives
• Monitor portfolios and adjust based on market trends
• Uphold regulatory compliance within investment strategies
• Conduct educational seminars on estate and investment planning
• Work closely with team members to enhance member satisfaction
Requirements:
• 4–6 years of experience ...