Investment Specialist (Prince George)

Doing More Together! Overview

Integris Financial Planning Services Ltd., a wholly owned subsidiary of Coastal Community Credit Union, is looking for an Investment Specialist on a permanent, full-time basis. This role will be based at our branch location in Prince George, and requires travel as needed. Reporting to the Private Wealth Manager, the Investment Specialist provides skilled investment advice and financial planning services to members, supporting their long-term financial wellbeing while contributing to the growth and success of the financial planning business. Responsibilities

Build and manage a diverse portfolio of investment clients, delivering personalized advice and developing long‑term relationships through service excellence and trusted financial guidance. Provide comprehensive investment advice and develop personalized financial plans based on client goals, risk tolerance, and financial objectives. Assist members with a range of investment products in...