Become a Financial Associate at Coast Capital in Clearbrook, providing critical administrative support to Financial Planners and ensuring exceptional member experiences. Leverage your investment knowledge to help members manage their financial well-being.
This full-time temporary role requires robust relationship-building skills and a commitment to providing excellent service. You will support Financial Planners by managing calendars, responding to member inquiries, and processing necessary documentation. Your ability to liaise across teams will enhance member satisfaction and drive overall business goals.
Key Responsibilities:
• Manage day-to-day administrative tasks for Financial Planners
• Build and maintain positive member relationships




• Process essential account documentation and transactions
• Schedule appointments and prepare for Financial Planner meetings
• Refer complex member needs to specialized channels
Requirements:
• 2+ years of investment-related experience
• IFIC/CSC - MFDA/IIROC license required
• Strong organizational and decision-making skills
• Excellent oral and written communication abilities
• Commitment to compliance and risk management
Apply your skills in financial services and boost member satisfaction at Coast Capital.
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📌 Financial Associate at Coast Capital (Abbotsford)
🏢 Coast Capital Savings
📍 Abbotsford