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 strong 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.

📌 Join Coast Capital as a Financial Associate (Abbotsford)
🏢 Coast Capital
📍 Abbotsford