Associate Financial Planner (IIROC)
Coast Capital SavingsCoquitlam, British Columbia, Canada • Burnaby, British Columbia, Canada • Vancouver, British Columbia, Canada • Surrey, British Columbia, Canada
Posted March 14, 2026
55000 - 66000 CAD
Full Time
About the Company
Coast Capital is a financial institution that provides banking and investment services to its members.
Job Description
The purpose of the Associate Financial Planner (AFP) is to provide an opportunity for employees to develop their skills, support training, and education to become a Financial Planner. This role is accountable to assist and support the Financial Planners (FP) in managing existing lower tier portfolio, developing new business, and maximizing productivity by providing both Sales and Administrative support.
Requirements
- Minimum 4 – 6 Years of Job-Related Experience
- IFIC and/or QAFP License
- PFP and/or CFP License
- Direct experience in an investments capacity working with portfolios and regulatory requirements for a minimum of 3 years
Benefits
- Comprehensive benefits package
- Enhanced Criminal Record Check
- Credit Check
- Identity Verification
- Employment Verification
- References
