Elevate your career as a Financial Associate at Coast Capital in Clearbrook. Assist Financial Planners while providing exceptional member service and support in a full time temporary role.
This 12-month fixed-term position focuses on strengthening relationships with members and addressing their financial needs. With over 85 years of experience, Coast Capital is committed to helping our communities thrive. Your role involves administrative support, managing calendars, and connecting with members to enhance their financial well-being.
Key Responsibilities:
• Build and maintain positive member relationships
• Resolve customer issues promptly and accurately
• Manage administrative operations and communications




• Schedule appointments and prepare documentation for meetings
• Ensure compliance with operational and risk standards
Requirements:
• 2+ years in investment-related roles
• Valid IFIC/CSC - MFDA/IIROC license
• Proficient with industry-specific software
• Robust communication and relationship-building skills
• Ability to prioritize tasks and manage interruptions
Bring your professionalism and organizational skills to enhance member experiences at Coast Capital.
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📌 Financial Associate At Coast Capital Abbotsford
🏢 Coast Capital
📍 Abbotsford