Financial Planner - IIROC

Coast Capital

Victoria, British Columbia, Canada
Full-time
Posted March 23, 2026
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Job Description

Location(s): Victoria, Admin - Douglas St 

Job Type: Full Time Regular 


myWork Program: Office


Starting Salary Range: $60,000.00 - $70,000.00 plus commission 


Background Screening Requirement: 

  • Enhanced Criminal Record Check

  • Credit Check

  • Identity Verification 

  • Employment Verification

  • References

    • What’s the job?


    As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members. You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.

    What you’ll get to do:

  • Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and ...
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