Join Coast Capital as a Financial Associate in the Richmond Centre Branch. This full-time hybrid role focuses on supporting Financial Planners and enhancing member experiences.

As a Financial Associate, you will work closely with Financial Planners to boost productivity and foster member relationships. Key duties include calendar management and connecting with members regularly. Your contributions will help members manage, save, grow, protect, and improve their financial well-being, thus enhancing overall profitability.

Key Responsibilities:
• Assist Financial Planners with daily activities management
• Handle outbound calls for regular member touchpoints
• Provide administrative support to drive current business development




• Foster strong relationships to enhance member experience
• Collaborate with branch teams for seamless service

Requirements:
• Experience in administrative support or customer service
• Strong interpersonal and communication skills
• Ability to manage multiple tasks effectively
• Familiarity with financial services is an asset
• Pass background screening checks prior to employment

Maximize your potential in a role that supports both your career growth and member satisfaction.
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📌 Financial Associate Hybrid Role in Richmond (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia