About this role
Investment and Legacy Advisor (Victoria, British Columbia, CA, V8W 3M6) at Coast Capital Savings. Location: Victoria or Vancouver. Role: building relationships, managing portfolios, delivering seminars Requirements: 4+ years related experience (7+ years direct financial services sales preferred), LLQP required, CFP/CLU advantageous, high school plus certificate program, experience managing segregated funds, CRM proficiency, strong sales and compliance knowledge. Category: Finance and Accounting Seniority: Mid Level Tools: CRM Certifications: llqp, cfp, clu Commitment: Full Time Workplace: Hybrid Languages: English