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. Collaboration with branch teams is essential to achieve sales, growth, and retention objectives, while also managing portfolio maintenance in the absence of Financial Planners. 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 2+ years of experience in investments
- Enhance financial service delivery and member satisfaction as a Financial Associate at Coast Capital.

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📌 Financial Services Representative- Full Time (Vancouver)
🏢 Coast Capital Savings
📍 Vancouver