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