Become part of the team at Coast Capital as a Financial Associate in a hybrid role based at the Sunshine Hills Branch. Support Financial Planners by enhancing member experiences and managing administrative tasks.

This full-time role focuses on assisting Financial Planners by maximizing productivity through effective calendar management and outbound communication. Your ability to build strong relationships and identify member needs is key to ensuring financial well-being. Collaboration with branch teams is essential to achieve sales, growth, and retention objectives, while also managing portfolio maintenance in the absence of Financial Planners.

Key Responsibilities:
• Build positive relationships with investment members
• Resolve customer issues promptly and effectively




• Process various administrative operations daily
• Schedule and confirm appointments for Financial Planners
• Prepare necessary documentation and files for Financial Planners

Requirements:
• 2+ years of experience in investments
• IFIC/CSC license is required
• Strong organizational and decision-making skills
• Effective communication abilities
• Commitment to continuous learning and qualified growth

Enhance financial service delivery and member satisfaction as a Financial Associate at Coast Capital.
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📌 Financial Associate at Coast Capital (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia