Wealth Planning Specialist at Coast Capital Savings

Surrey, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

20 Dec, 25

Salary

124700.0

Posted On

21 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, CFP, Corporate Tax Planning, Estate Structuring, Trusts, Insurance, Relationship Building, Communication Skills, Mentoring, Financial Planning Software, Tax Efficiency, Risk Management, Business Succession, Cross-Border Wealth, Retirement Strategies, Fiduciary Standards

Industry

Financial Services

Description

Location(s): Help Headquarters Job Type: Full Time Regular myWork Program: Hybrid Starting Salary Range: $95,900.00 - $124,700.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Why Join Us? Are you a Certified Financial Planner (CFP®) passionate about delivering high-impact financial advice? We’re seeking a dedicated financial planning expert to join our team and help empower mass affluent and high-net-worth individuals, families, and business owners with tailored, strategic financial guidance. This role is exclusively focused on financial planning, not product sales, and offers the opportunity to collaborate with a dynamic team of Financial (MFDA) and Wealth Planners (IIROC), as well as our business and commercial teams. You’ll be a subject matter expert (SME) in complex planning scenarios, helping shape the financial futures of our members. What You’ll Do As a Financial Planning Specialist, you will: Deliver Comprehensive Financial Planning: Conduct in-depth assessments of cash flow, net worth, tax efficiency, estate structuring, and risk management. Create customized plans addressing business succession, cross-border wealth, retirement, and corporate tax strategies. Provide insurance guidance without product sales. Collaborate Across Teams: Partner with Financial and Wealth Planners to integrate planning into broader wealth strategies. Participate in joint member meetings with Insurance Specialists to offer planning insights. Support planners in enhancing their financial planning skills and software proficiency. Mentor and Develop Talent: Act as a resource and coach for planners, sharing best practices and improving plan quality. Provide training on financial planning software (Conquest Planning). Uphold Fiduciary Standards: Deliver unbiased, conflict-free advice in line with FP Canada regulations. Maintain CFP® certification and adhere to fiduciary principles. Stay Ahead of the Curve: Keep current with tax legislation, estate planning regulations, and evolving strategies. Pursue continuing education and industry certifications. What You Bring CFP® designation (required); TEP designation is an asset. 5+ years of experience in comprehensive financial planning for MFDA and IIROC, ideally with high-net-worth clients. Expertise in corporate tax planning, estate structuring, trusts, and insurance. Strong relationship-building and communication skills. Collaborative mindset and mentoring experience. Proficiency in financial planning software (Conquest Planning, NaviPlan, PlanPlus). Passion for helping others grow and succeed in financial planning. Why This Role Matters This is more than a job—it’s a chance to make a meaningful impact in the lives of our members and contribute to the growth of our financial planning team. If you’re a strategic thinker, a trusted advisor, and a collaborative mentor, we’d love to hear from you. Equity, Diversity & Inclusion at Coast Capital Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for 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. Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.

Responsibilities

As a Financial Planning Specialist, you will deliver comprehensive financial planning by conducting assessments and creating customized plans. You will collaborate with teams and mentor other planners to enhance their skills and uphold fiduciary standards.