Coast Capital
Investment Advisor at Coast Capital
Job Description
Become an Investment Advisor with Coast Capital, focusing on personalized estate planning and investment strategies. This hybrid role is critical for fostering member relationships and managing fund portfolios.
As an Investment and Legacy Advisor, you’ll build trusted connections with clients, delivering tailored financial solutions and investment strategies that suit their personalized needs. With a focus on managing segregated fund portfolios, you’ll also educate members about estate planning and ensure full regulatory compliance.
Key Responsibilities: • Develop and implement customized segregated fund portfolios • Monitor and rebalance portfolios based on market conditions • Evaluate client risk tolerance and financial goals • Deliver educational seminars on estate planning • Collaborate with internal teams for member support
Requirements: • 4–6 years in a related financial role • Certified Financial Planner (CFP) designation preferred • Experience in mana...
As an Investment and Legacy Advisor, you’ll build trusted connections with clients, delivering tailored financial solutions and investment strategies that suit their personalized needs. With a focus on managing segregated fund portfolios, you’ll also educate members about estate planning and ensure full regulatory compliance.
Key Responsibilities: • Develop and implement customized segregated fund portfolios • Monitor and rebalance portfolios based on market conditions • Evaluate client risk tolerance and financial goals • Deliver educational seminars on estate planning • Collaborate with internal teams for member support
Requirements: • 4–6 years in a related financial role • Certified Financial Planner (CFP) designation preferred • Experience in mana...