Join Coast Capital as a Financial Associate and contribute to valuable member experiences in Clearbrook. This full-time temporary role supports Financial Planners through administrative tasks and proactive member engagement. In this 12-month position, you will assist Financial Planners in enhancing members' financial health.

This includes managing portfolios, scheduling appointments, and ensuring compliance with established standards. Your expertise will help fulfill Coast Capital's commitment to a socially responsible financial cooperative. Key Responsibilities:

- Foster positive relationships with investment members
- Efficiently resolve client concerns and requests
- Handle administrative operations and documentation
- Support Financial Planners with client interactions
- Ensure adherence to compliance and operational standards Requirements:
- Minimum 2 years in investment capacity
- Must possess IFIC/CSC - MFDA/IIROC license
- Robust knowledge of investment products and tools
- Excellent communication and interpersonal skills
- Proven ability to manage multiple tasks effectively Utilize your skills to drive member success within a Platinum-level organization.

📌 Coast Capital Financial Associate Role (Abbotsford)
🏢 Coast Capital
📍 Abbotsford