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 chance 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.

📌 Join Coast Capital As A Financial Associate Abbotsford
🏢 Coast Capital
📍 Abbotsford