Become a part of Coast Capital as a Financial Associate within a full-time temporary role situated in Clearbrook. Support Financial Planners while promoting client satisfaction and financial health.
This position offers a unique opportunity to engage with members and support their investment journeys over a fixed-term of 12 months. You'll be involved in various administrative tasks, ensuring positive interactions, and managing portfolios, all while contributing to the cooperative’s mission of community support.
Key Responsibilities:
• Develop lasting relationships with members
• Address and resolve client challenges promptly
• Manage daily administrative functions efficiently
• Schedule and coordinate meetings and appointments
• Maintain compliance with financial operational standards
Requirements:
• 2+ years in investment sector experience
• Required IFIC/CSC - MFDA/IIROC license
• Familiar with industry tools and software
• Effective communicator with robust interpersonal skills
• Capable of prioritizing tasks under pressure
Support members in achieving their financial goals at Coast Capital, a recognized leader in the financial sector.
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📌 Join Coast Capital as a Financial Associate (Abbotsford)
🏢 Coast Capital
📍 Abbotsford